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 | Finders' fees / placement fees; Float... | $43,136 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $28,333 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,874 | $76,000+234.0% | $154,107+64.7% | $64,186+295.5% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -4.63% | 30.32%-34.9pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $7,076 | $3,351+111.2% | $5,298+33.6% | $2,381+197.2% |
| Participant deferral / active EE | $5,905 | $3,175+86.0% | $5,081+16.2% | $3,470+70.2% |
| Admin fee / account holder | $403 | $5,596-92.8% | $13,411-97.0% | $4,888-91.8% |