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 | $9,335 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,361 |
MID ATLANTIC CAPITAL CORPORATION6+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 13 · EIN 54-1676983 | Contract Administrator | $5,000 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,328 | $35,986+1.0% | $77,482-53.1% | $73,488-50.6% |
| Participation rate | 22.7% | 40.8%-18.1pp | 54.2%-31.5pp | 70.7%-48.0pp |
| Annual return | 13.55% | 19.26%-5.7pp | 54.79%-41.2pp | 28.51%-15.0pp |
| Employer contribution / active EE | $207 | $557-62.8% | $986-79.0% | $2,270-90.9% |
| Participant deferral / active EE | $462 | $1,198-61.5% | $1,861-75.2% | $3,740-87.7% |
| Admin fee / account holder | $506 | $466+8.7% | $2,858-82.3% | $513-1.3% |