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; Accou... | $41,467 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $29,008 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $300,001 | $85,202+252.1% | $172,739+73.7% | $72,985+311.0% |
| Participation rate | 98.9% | 70.1%+28.9pp | 82.6%+16.3pp | 69.5%+29.4pp |
| Annual return | 20.36% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $7,175 | $3,324+115.8% | $5,143+39.5% | $2,440+194.1% |
| Participant deferral / active EE | $6,111 | $3,260+87.4% | $5,198+17.6% | $3,607+69.4% |
| Admin fee / account holder | $377 | $5,884-93.6% | $13,954-97.3% | $5,124-92.6% |