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 BARNEY7 years Filed as: MORGAN STANLEY WEALTH MGMT., LLC Service code 26 650 SOUTH EXETER ST., SUITE 1100 · BALTIMORE, MD 21202 | Advisory (Participants) | $24,361 |
NWPS4 years Service code 37 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Loan Processing | $16,669 |
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 | $56,091 | $48,335+16.0% | $121,098-53.7% | $71,457-21.5% |
| Participation rate | 67.1% | 54.3%+12.8pp | 69.5%-2.4pp | 67.9%-0.9pp |
| Annual return | 18.48% | 23.32%-4.8pp | 985.75%-967.3pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,416 | $1,489-4.9% | $4,164-66.0% | $2,588-45.3% |
| Participant deferral / active EE | $2,760 | $2,754+0.2% | $4,080-32.4% | $4,289-35.7% |
| Admin fee / account holder | $215 | $1,841-88.3% | $5,644-96.2% | $1,587-86.5% |