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 37 · EIN 04-2647786 | Loan Processing | $600 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 61 PO BOX 23368 · PITTSBURGH, PA 15222 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,930 | $80,753-34.5% | $136,294-61.2% | $62,292-15.0% |
| Participation rate | 97.8% | 73.5%+24.3pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 20.55% | 35.83%-15.3pp | 5155.94%-5135.4pp | 28.90%-8.3pp |
| Employer contribution / active EE | $3,588 | $2,884+24.4% | $4,695-23.6% | $2,042+75.7% |
| Participant deferral / active EE | $6,089 | $5,164+17.9% | $6,247-2.5% | $3,169+92.1% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.5% |