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 4-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 | Shareholder servicing fees; Recordkee... | $12,509 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,376 | $45,031-94.7% | $84,966-97.2% | $77,643-96.9% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 15.07% | 79.22%-64.1pp | 66.38%-51.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $51 | $1,609-96.8% | $2,727-98.1% | $2,726-98.1% |
| Participant deferral / active EE | $660 | $2,807-76.5% | $4,519-85.4% | $4,647-85.8% |
| Admin fee / account holder | $12 | $912-98.7% | $6,149-99.8% | $430-97.2% |