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 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $51,037 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $50,252 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,101 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $54,422 | $56,629-3.9% | $77,999-30.2% | $55,167-1.4% |
| Participation rate | 93.8% | 73.3%+20.4pp | 75.5%+18.2pp | 69.0%+24.8pp |
| Annual return | 8.41% | 2866.98%-2858.6pp | 425.96%-417.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $412 | $1,723-76.1% | $2,470-83.3% | $1,963-79.0% |
| Participant deferral / active EE | $4,276 | $2,777+54.0% | $3,497+22.3% | $3,054+40.0% |
| Admin fee / account holder | $112 | $467-76.0% | $5,480-98.0% | $504-77.8% |