See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY WEALTH MGMT., LLC Service code 26 650 SOUTH EXETER ST., SUITE 1100 · BALTIMORE, MD 21202 | Advisory (Participants) | $28,317 |
NWPS6 years Service code 37 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Loan Processing | $16,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,551 | $53,053+34.9% | $126,539-43.5% | $74,304-3.7% |
| Participation rate | 61.6% | 48.0%+13.5pp | 69.8%-8.2pp | 60.3%+1.2pp |
| Annual return | 15.74% | 29.46%-13.7pp | 425.95%-410.2pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,305 | $1,168+11.8% | $3,674-64.5% | $2,241-41.8% |
| Participant deferral / active EE | $2,466 | $2,303+7.1% | $4,083-39.6% | $3,767-34.5% |
| Admin fee / account holder | $235 | $3,698-93.6% | $6,065-96.1% | $2,969-92.1% |