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 | Participant communication; Recordkeep... | $25,041 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,611 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,705 | $83,884-40.7% | $64,056-22.4% | $74,419-33.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 1.53% | 16.57%-15.0pp | 33.69%-32.2pp | 34.38%-32.8pp |
| Employer contribution / active EE | $2,340 | $3,084-24.1% | $2,747-14.8% | $2,637-11.3% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $62 | $196-68.6% | $3,068-98.0% | $348-82.3% |