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 |
|---|---|---|
Filed as: HARRIS HARDY & JOHNSTONE PC Service code 10 300 ARBORETUM PLACE · RICHMOND, VA 23236 | Accounting | $8,750 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,998 |
MID ATLANTIC CAPITAL CORPORATION5+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 13 · EIN 54-1676983 | Contract Administrator | $4,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,769 | $31,679+6.6% | $74,701-54.8% | $65,185-48.2% |
| Participation rate | 23.0% | 40.4%-17.3pp | 54.5%-31.4pp | 70.2%-47.2pp |
| Annual return | 16.78% | 39.04%-22.3pp | 752.92%-736.1pp | 29.38%-12.6pp |
| Employer contribution / active EE | $188 | $566-66.9% | $1,084-82.7% | $2,177-91.4% |
| Participant deferral / active EE | $422 | $1,191-64.5% | $1,964-78.5% | $3,514-88.0% |
| Admin fee / account holder | $530 | $379+40.0% | $3,333-84.1% | $847-37.4% |