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 |
|---|---|---|
MID ATLANTIC CAPITAL CORPORATION7+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 | Custodial (other than securities); Di... | $16,742 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $11,940 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,630 | $74,706+155.2% | $75,696+151.8% | $79,386+140.1% |
| Participation rate | 85.4% | 75.3%+10.1pp | 74.8%+10.6pp | 70.7%+14.7pp |
| Annual return | 11.83% | 18.52%-6.7pp | 104.53%-92.7pp | 116.85%-105.0pp |
| Employer contribution / active EE | $15,739 | $2,590+507.7% | $2,743+473.9% | $2,427+548.4% |
| Participant deferral / active EE | $6,948 | $3,533+96.7% | $3,821+81.8% | $4,046+71.8% |
| Admin fee / account holder | $121 | $374-67.7% | $3,619-96.7% | $626-80.7% |