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) | $59,688 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,136 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,321 | $82,202-33.9% | $125,339-56.7% | $64,808-16.2% |
| Participation rate | 95.8% | 77.9%+18.0pp | 82.4%+13.5pp | 71.5%+24.4pp |
| Annual return | -16.53% | 3.48%-20.0pp | 572.05%-588.6pp | 32.82%-49.3pp |
| Employer contribution / active EE | $4,033 | $3,615+11.5% | $4,814-16.2% | $2,506+60.9% |
| Participant deferral / active EE | $10,246 | $7,175+42.8% | $7,446+37.6% | $4,310+137.7% |
| Admin fee / account holder | $238 | $163+45.6% | $10,010-97.6% | $188+26.5% |