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: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $41,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,607 |
CHERRY BEKAERT LLP1 year Service code 99 · EIN 56-0574444 | Other Fees | $17,668 |
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 | $55,138 | $100,801-45.3% | $149,696-63.2% | $73,409-24.9% |
| Participation rate | 90.5% | 77.7%+12.8pp | 82.5%+8.0pp | 72.2%+18.3pp |
| Annual return | 22.99% | 265.34%-242.3pp | 276.60%-253.6pp | 59.29%-36.3pp |
| Employer contribution / active EE | $4,014 | $3,312+21.2% | $4,644-13.6% | $2,234+79.7% |
| Participant deferral / active EE | $9,441 | $6,404+47.4% | $6,842+38.0% | $3,805+148.1% |
| Admin fee / account holder | $212 | $181+17.2% | $9,309-97.7% | $158+34.2% |