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... | $4,012 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $73,418 | $183,924-60.1% | $118,746-38.2% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 78.3%-78.3pp | - |
| Annual return | 15.84% | 14.55%+1.3pp | 24.54%-8.7pp | - |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,193-100.0% | - |
| Participant deferral / active EE | $0 | $3,061-100.0% | $5,332-100.0% | - |
| Admin fee / account holder | $73 | $14,079-99.5% | $10,720-99.3% | - |