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 BARNEY8 years Filed as: MORGAN STANLEY WEALTH MGMT., LLC Service code 26 650 SOUTH EXETER ST., SUITE 1100 · BALTIMORE, MD 21202 | Advisory (Participants) | $27,173 |
NWPS5 years Service code 37 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Loan Processing | $16,026 |
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 | $67,357 | $52,406+28.5% | $129,207-47.9% | $74,495-9.6% |
| Participation rate | 59.4% | 53.8%+5.6pp | 69.6%-10.2pp | 67.2%-7.8pp |
| Annual return | 14.35% | 15.66%-1.3pp | 9417.33%-9403.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,369 | $1,531-10.5% | $4,153-67.0% | $2,623-47.8% |
| Participant deferral / active EE | $2,649 | $2,794-5.2% | $4,168-36.5% | $4,346-39.1% |
| Admin fee / account holder | $247 | $2,633-90.6% | $7,715-96.8% | $1,942-87.3% |