See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Advisory (Plan) | $23,742 |
WIPFLI LLP1+ years Service code 15 · EIN 39-0758449 PO BOX 1699 · HELENA, MT 59624 | Recordkeeping | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,927 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,015 | $80,177-48.8% | $123,892-66.9% | $57,658-28.9% |
| Participation rate | 87.9% | 74.4%+13.4pp | 81.4%+6.5pp | 70.2%+17.7pp |
| Annual return | 7.96% | 17.90%-9.9pp | 47.52%-39.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $1,643 | $2,913-43.6% | $4,617-64.4% | $1,974-16.7% |
| Participant deferral / active EE | $4,447 | $5,130-13.3% | $5,984-25.7% | $3,061+45.3% |
| Admin fee / account holder | $27 | $106-74.5% | $8,357-99.7% | $95-71.3% |