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 | Direct payment from the plan; Claims ... | $128,546 |
WESTMINSTER CONSULTING, LLC3+ years Filed as: WESTMINSTER CONSULTING LLC Service code 16 · EIN 45-3679779 | Consulting | $49,539 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $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.
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 | $56,830 | $44,989+26.3% | $170,442-66.7% | $77,958-27.1% |
| Participation rate | 51.2% | 64.6%-13.4pp | 83.6%-32.4pp | 71.6%-20.4pp |
| Annual return | 15.84% | 19.61%-3.8pp | 205.93%-190.1pp | 20.87%-5.0pp |
| Employer contribution / active EE | $391 | $1,466-73.3% | $5,433-92.8% | $2,310-83.1% |
| Participant deferral / active EE | $2,775 | $2,208+25.7% | $4,939-43.8% | $3,537-21.5% |
| Admin fee / account holder | $74 | $69+6.9% | $13,880-99.5% | $97-24.3% |