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 | Investment management; Finders' fees ... | $67,334 |
CARON & BLETZER, PLLC3+ years Filed as: CARON & BELTZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $8,425 |
Filed as: MID ATLANTIC Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,377 | $71,666-24.1% | $117,854-53.9% | $69,631-21.9% |
| Participation rate | 66.3% | 77.5%-11.2pp | 79.7%-13.4pp | 70.7%-4.4pp |
| Annual return | 20.72% | 18.86%+1.9pp | 335.08%-314.4pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $2,112 | $1,889+11.8% | $3,786-44.2% | $2,032+3.9% |
| Participant deferral / active EE | $4,503 | $3,340+34.8% | $4,482+0.5% | $3,224+39.7% |
| Admin fee / account holder | $81 | $120-32.4% | $8,020-99.0% | $110-26.4% |