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 |
|---|---|---|
Filed as: MORGAN STANLEY WEALTH MGMT., LLC Service code 26 650 SOUTH EXETER ST., SUITE 1100 · BALTIMORE, MD 21202 | Advisory (Participants) | $8,140 |
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $7,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,909 | $63,156-41.6% | $122,332-69.8% | $62,292-40.7% |
| Participation rate | 65.4% | 60.0%+5.4pp | 71.6%-6.2pp | 69.5%-4.1pp |
| Annual return | 17.81% | 20.61%-2.8pp | 30.27%-12.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,034 | $1,385-25.4% | $4,050-74.5% | $2,042-49.4% |
| Participant deferral / active EE | $1,885 | $2,321-18.8% | $3,287-42.6% | $3,169-40.5% |
| Admin fee / account holder | $99 | $440-77.5% | $5,478-98.2% | $479-79.3% |