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 I Service code 27 PO BOX 536707 · PITTSBURGH, PA 152535909 | Advisory (Plan) | $16,492 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,386 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $220 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $81 |
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 | $86,214 | $105,181-18.0% | $159,436-45.9% | $85,850+0.4% |
| Participation rate | 78.1% | 75.8%+2.4pp | 82.8%-4.7pp | 69.3%+8.8pp |
| Annual return | 8.87% | 45.07%-36.2pp | 263.57%-254.7pp | 318.53%-309.7pp |
| Employer contribution / active EE | $2,562 | $3,318-22.8% | $4,829-46.9% | $2,565-0.1% |
| Participant deferral / active EE | $6,154 | $5,945+3.5% | $7,352-16.3% | $3,952+55.7% |
| Admin fee / account holder | $174 | $6,933-97.5% | $10,799-98.4% | $6,260-97.2% |