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 BARNEY3+ years Filed as: MORGAN STANLEY WEALTH MGMT., LLC Service code 26 650 SOUTH EXETER ST., SUITE 1100 · BALTIMORE, MD 21202 | Advisory (Participants) | $51,193 |
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $20,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,667 | $51,466+62.6% | $78,778+6.2% | $62,292+34.3% |
| Participation rate | 64.5% | 59.8%+4.7pp | 69.2%-4.7pp | 69.5%-5.0pp |
| Annual return | 16.97% | 19.96%-3.0pp | 35.62%-18.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,965 | $2,147+84.6% | $2,958+34.0% | $3,169+25.1% |
| Admin fee / account holder | $455 | $489-6.9% | $5,134-91.1% | $479-5.0% |