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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Rec... | $663,863 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $206,456 |
CAMMACK LARHETTE ADVISORS6+ years Service code 16 · EIN 20-4668732 | Consulting | $105,000 |
CARON & BLETZER, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $21,750 |
Filed as: MID ATLANTIC CAPITAL CORP (SUNGUARD Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,155 | $56,095+96.4% | $178,490-38.3% | $90,288+22.0% |
| Participation rate | 98.4% | 65.6%+32.8pp | 81.9%+16.4pp | 73.4%+25.0pp |
| Annual return | 11.41% | 28.81%-17.4pp | 151.07%-139.7pp | 53.97%-42.6pp |
| Employer contribution / active EE | $3,084 | $1,572+96.1% | $5,011-38.4% | $2,524+22.2% |
| Participant deferral / active EE | $6,910 | $2,669+158.9% | $5,202+32.8% | $4,232+63.3% |
| Admin fee / account holder | $182 | $101+80.6% | $13,984-98.7% | $114+59.4% |