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 BARNEY2 years Filed as: MORGAN STANLEY WEALTH MGMT., LLC Service code 26 650 SOUTH EXETER ST., SUITE 1100 · BALTIMORE, MD 21202 | Advisory (Participants) | $18,275 |
CDM RETIREMENT CONSULTANTS, INC.4+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $12,747 |
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 | $36,041 | $44,221-18.5% | $121,196-70.3% | $56,287-36.0% |
| Participation rate | 67.6% | 61.1%+6.5pp | 71.7%-4.2pp | 69.9%-2.3pp |
| Annual return | -6.15% | -3.58%-2.6pp | 16.93%-23.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,049 | $1,480-29.1% | $4,022-73.9% | $2,111-50.3% |
| Participant deferral / active EE | $1,954 | $2,521-22.5% | $3,344-41.6% | $3,350-41.7% |
| Admin fee / account holder | $190 | $480-60.4% | $5,019-96.2% | $521-63.5% |