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 BARNEY6+ years Filed as: MORGAN STANLEY WEALTH MGMT., LLC Service code 26 650 SOUTH EXETER ST., SUITE 1100 · BALTIMORE, MD 21202 | Advisory (Participants) | $51,699 |
NWPS1 year Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $21,520 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,288 | $54,573+30.6% | $90,951-21.6% | $73,488-3.0% |
| Participation rate | 89.6% | 61.2%+28.5pp | 69.0%+20.6pp | 70.7%+18.9pp |
| Annual return | 16.75% | 16.69%+0.1pp | 134.60%-117.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,668 | $2,517+85.5% | $3,373+38.4% | $3,740+24.8% |
| Admin fee / account holder | $302 | $521-42.1% | $5,959-94.9% | $513-41.1% |