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 BARNEY8+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 650 S. EXETER STREET · BALTIMORE, MD 21202 | Advisory (Participants) | $34,675 |
NWPS3 years Service code 37 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $30,962 |
ELLIN & TUCKER, CHARTERED8+ years Filed as: ELLIN AND TUCKER Service code 10 · EIN 52-0959934 30 WEST PATRICK STREET · FREDERICK, MD 21701 | Accounting | $8,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,395 | $106,236-74.2% | $112,228-75.6% | $64,808-57.7% |
| Participation rate | 75.7% | 71.7%+4.1pp | 75.1%+0.7pp | 71.5%+4.3pp |
| Annual return | -12.72% | -6.02%-6.7pp | 27.45%-40.2pp | 32.82%-45.5pp |
| Employer contribution / active EE | $164 | $3,166-94.8% | $3,635-95.5% | $2,506-93.4% |
| Participant deferral / active EE | $2,455 | $3,785-35.1% | $4,728-48.1% | $4,310-43.0% |
| Admin fee / account holder | $263 | $452-41.8% | $6,410-95.9% | $188+40.0% |