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 | Recordkeeping and information managem... | $3,309 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $62,401 | $61,616+1.3% | $105,722-41.0% | $55,167+13.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.9%+21.1pp | 69.0%+31.0pp |
| Annual return | 11.73% | 11.15%+0.6pp | 12.25%-0.5pp | 169.23%-157.5pp |
| Employer contribution / active EE | $5,423 | $3,043+78.2% | $4,079+33.0% | $1,963+176.3% |
| Participant deferral / active EE | $0 | $4,213-100.0% | $5,326-100.0% | $3,054-100.0% |
| Admin fee / account holder | $16 | $379-95.7% | $8,308-99.8% | $504-96.7% |