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 CORPORATION8+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 | Direct payment from the plan; Custodi... | $18,497 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $14,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,599 | $79,124+91.6% | $60,874+149.0% | $64,808+133.9% |
| Participation rate | 88.7% | 77.7%+11.0pp | 73.1%+15.6pp | 71.5%+17.2pp |
| Annual return | -13.79% | -7.13%-6.7pp | 16.90%-30.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $15,773 | $3,050+417.2% | $2,701+483.9% | $2,506+529.5% |
| Participant deferral / active EE | $7,767 | $3,725+108.5% | $3,817+103.5% | $4,310+80.2% |
| Admin fee / account holder | $115 | $106+8.9% | $3,224-96.4% | $188-38.7% |