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 BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY, NJ 07311 | Other Commissions | $31,886 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,418 | $57,096+74.1% | $94,224+5.5% | $55,191+80.1% |
| Participation rate | 42.4% | 75.7%-33.2pp | 78.8%-36.3pp | 69.2%-26.7pp |
| Annual return | -0.33% | 159.65%-160.0pp | 10.68%-11.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,299 | $1,708-23.9% | $3,587-63.8% | $1,899-31.6% |
| Participant deferral / active EE | $2,350 | $3,165-25.7% | $4,320-45.6% | $3,046-22.8% |
| Admin fee / account holder | $24 | $89-73.1% | $6,269-99.6% | $91-73.5% |