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 | Recordkeeping and information managem... | $72,583 |
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 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $262,987 | $36,767+615.3% | $81,478+222.8% | $62,292+322.2% |
| Participation rate | 99.6% | 54.4%+45.2pp | 68.0%+31.6pp | 69.5%+30.1pp |
| Annual return | 15.64% | 173.80%-158.2pp | 38.78%-23.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $6,051 | $1,128+436.3% | $2,568+135.7% | $2,042+196.3% |
| Participant deferral / active EE | $8,730 | $2,111+313.6% | $3,537+146.8% | $3,169+175.5% |
| Admin fee / account holder | $245 | $797-69.3% | $4,561-94.6% | $479-48.9% |