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 | Distribution (12b-1) fees; Recordkeep... | $365,262 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,417 | $69,651-66.4% | $63,517-63.1% | $69,651-66.4% |
| Participation rate | 28.2% | 66.6%-38.4pp | 71.0%-42.8pp | 66.6%-38.4pp |
| Annual return | 2.20% | 53.77%-51.6pp | -70.30%+72.5pp | 53.77%-51.6pp |
| Employer contribution / active EE | $320 | $2,241-85.7% | $2,322-86.2% | $2,241-85.7% |
| Participant deferral / active EE | $670 | $3,635-81.6% | $2,953-77.3% | $3,635-81.6% |
| Admin fee / account holder | $54 | $63-14.0% | $5,892-99.1% | $63-14.0% |