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 BARNEY4 years Filed as: MORGAN STANLEY WEALTH MGMT., LLC Service code 26 650 SOUTH EXETER ST., SUITE 1100 · BALTIMORE, MD 21202 | Advisory (Participants) | $20,136 |
NWPS1 year Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $11,246 |
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 | $48,412 | $53,901-10.2% | $134,143-63.9% | $73,488-34.1% |
| Participation rate | 74.4% | 62.8%+11.6pp | 72.2%+2.2pp | 70.7%+3.7pp |
| Annual return | 16.52% | 15.82%+0.7pp | 36.33%-19.8pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,279 | $1,458-12.3% | $3,704-65.5% | $2,270-43.7% |
| Participant deferral / active EE | $2,327 | $2,739-15.1% | $3,499-33.5% | $3,740-37.8% |
| Admin fee / account holder | $181 | $581-68.8% | $6,684-97.3% | $513-64.7% |