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 | $11,000 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,211 |
MID ATLANTIC CAPITAL CORPORATION8+ 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 | $36,032 | $26,549+35.7% | $61,373-41.3% | $66,914-46.2% |
| Participation rate | 29.6% | 38.1%-8.5pp | 52.6%-22.9pp | 69.8%-40.2pp |
| Annual return | 23.74% | -16.21%+39.9pp | 338.61%-314.9pp | 1.58%+22.2pp |
| Employer contribution / active EE | $270 | $651-58.6% | $1,159-76.7% | $2,544-89.4% |
| Participant deferral / active EE | $635 | $1,338-52.5% | $2,125-70.1% | $4,237-85.0% |
| Admin fee / account holder | $388 | $409-4.9% | $2,130-81.8% | $593-34.5% |