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 |
|---|---|---|
MID ATLANTIC CAPITAL CORPORATION7+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT, INC Service code 15 · EIN 54-1676983 | Recordkeeping | $11,009 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,700 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,781 | $70,879+30.9% | $189,557-51.1% | $79,386+16.9% |
| Participation rate | 53.4% | 68.0%-14.6pp | 78.4%-25.0pp | 70.7%-17.3pp |
| Annual return | 18.42% | 20.70%-2.3pp | 64.17%-45.7pp | 116.85%-98.4pp |
| Employer contribution / active EE | $1,375 | $1,806-23.9% | $4,412-68.8% | $2,427-43.4% |
| Participant deferral / active EE | $2,857 | $4,081-30.0% | $6,174-53.7% | $4,046-29.4% |
| Admin fee / account holder | $187 | $647-71.1% | $9,807-98.1% | $626-70.2% |