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 |
|---|---|---|
NWPS4 years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $8,886 |
Filed as: MORGAN STANLEY WEALTH MGMT., LLC Service code 26 1 PENN PLAZA, 43RD FLOOR · NEW YORK, NY 10119 | Advisory (Participants) | $7,521 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,041 | $26,114+168.2% | $58,482+19.8% | $74,419-5.9% |
| Participation rate | 12.6% | 32.1%-19.5pp | 50.9%-38.2pp | 70.7%-58.1pp |
| Annual return | 21.27% | 32.51%-11.2pp | 4239.32%-4218.0pp | 34.38%-13.1pp |
| Employer contribution / active EE | $184 | $536-65.6% | $1,053-82.5% | $2,637-93.0% |
| Participant deferral / active EE | $429 | $1,075-60.1% | $1,924-77.7% | $4,528-90.5% |
| Admin fee / account holder | $114 | $649-82.4% | $2,516-95.5% | $348-67.2% |