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 |
|---|---|---|
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $40,076 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $22,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,346 |
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 | $38,123 | $55,453-31.3% | $170,442-77.6% | $62,292-38.8% |
| Participation rate | 83.2% | 66.4%+16.9pp | 83.6%-0.4pp | 69.5%+13.7pp |
| Annual return | 14.76% | 21.38%-6.6pp | 205.93%-191.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $3,172 | $2,164+46.6% | $5,433-41.6% | $2,042+55.3% |
| Participant deferral / active EE | $2,674 | $2,303+16.1% | $4,939-45.9% | $3,169-15.6% |
| Admin fee / account holder | $21 | $455-95.3% | $13,880-99.8% | $479-95.5% |