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 4-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 |
|---|---|---|
NWPS2+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $70,490 |
Filed as: MORGAN STANLEY Service code 26 1201 WILLS STREET · BALTIMORE, MD 21231 | Advisory (Participants) | $17,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,441 | $56,503+24.7% | $70,092+0.5% | $64,808+8.7% |
| Participation rate | 59.8% | 70.5%-10.6pp | 70.5%-10.6pp | 71.5%-11.6pp |
| Annual return | -18.52% | -13.44%-5.1pp | 190.73%-209.3pp | 32.82%-51.3pp |
| Employer contribution / active EE | $922 | $2,046-54.9% | $2,559-64.0% | $2,506-63.2% |
| Participant deferral / active EE | $2,794 | $3,389-17.5% | $3,849-27.4% | $4,310-35.2% |
| Admin fee / account holder | $212 | $160+32.4% | $6,267-96.6% | $188+13.1% |