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; Direc... | $273,321 |
WESTMINSTER CONSULTING, LLC1+ years Filed as: WESTMINSTER CONSULTING LLC Service code 16 · EIN 45-3679779 | Consulting | $16,605 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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.
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 | $49,056 | $37,039+32.4% | $147,614-66.8% | $59,188-17.1% |
| Participation rate | 47.9% | 63.8%-15.9pp | 84.6%-36.7pp | 69.4%-21.5pp |
| Annual return | 1.56% | 7.19%-5.6pp | 61.98%-60.4pp | 5.51%-3.9pp |
| Employer contribution / active EE | $319 | $1,353-76.4% | $5,564-94.3% | $2,098-84.8% |
| Participant deferral / active EE | $2,651 | $2,094+26.6% | $4,895-45.8% | $3,265-18.8% |
| Admin fee / account holder | $136 | $60+126.6% | $11,611-98.8% | $92+47.9% |