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 |
|---|---|---|
NWPS1 year Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $8,942 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY WEALTH MGMT. LLC Service code 26 1 PENN PLAZA, 43RD FLOOR · NEW YORK, NY 10119 | Advisory (Participants) | $7,020 |
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 | $52,189 | $29,369+77.7% | $77,482-32.6% | $73,409-28.9% |
| Participation rate | 16.6% | 37.9%-21.4pp | 54.2%-37.6pp | 72.2%-55.6pp |
| Annual return | 24.93% | 358.15%-333.2pp | 54.79%-29.9pp | 59.29%-34.4pp |
| Employer contribution / active EE | $91 | $406-77.7% | $986-90.8% | $2,234-95.9% |
| Participant deferral / active EE | $454 | $941-51.8% | $1,861-75.6% | $3,805-88.1% |
| Admin fee / account holder | $92 | $123-24.8% | $2,858-96.8% | $158-41.6% |