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 fees; Float revenue; Ac... | $79,026 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $232,152 | $44,473+422.0% | $76,523+203.4% | $55,725+316.6% |
| Participation rate | 81.3% | 51.0%+30.3pp | 68.0%+13.3pp | 70.9%+10.5pp |
| Annual return | -5.25% | -2.01%-3.2pp | -0.27%-5.0pp | 244.93%-250.2pp |
| Employer contribution / active EE | $6,152 | $1,101+458.6% | $2,647+132.4% | $2,078+196.0% |
| Participant deferral / active EE | $6,928 | $1,988+248.6% | $3,835+80.6% | $3,356+106.5% |
| Admin fee / account holder | $259 | $134+93.2% | $4,848-94.7% | $115+125.0% |