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 | Distribution (12b-1) fees; Sales load... | $39,138 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $15,000 |
MID ATLANTIC CAPITAL CORPORATION5+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,636 | $52,293+59.9% | $178,490-53.1% | $73,409+13.9% |
| Participation rate | 81.9% | 65.3%+16.5pp | 81.9%-0.1pp | 72.2%+9.7pp |
| Annual return | 9.25% | 34.75%-25.5pp | 151.07%-141.8pp | 59.29%-50.0pp |
| Employer contribution / active EE | $2,831 | $1,735+63.1% | $5,011-43.5% | $2,234+26.7% |
| Participant deferral / active EE | $2,927 | $2,332+25.5% | $5,202-43.7% | $3,805-23.1% |
| Admin fee / account holder | $136 | $127+7.1% | $13,984-99.0% | $158-13.6% |