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 | Sales loads (front end and deferred);... | $3,646 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTC CAPITAL CORPORATION Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,814 | $37,117-57.4% | $147,614-89.3% | $55,191-71.3% |
| Participation rate | 72.4% | 63.6%+8.7pp | 84.6%-12.3pp | 69.2%+3.2pp |
| Annual return | 16.30% | 3.44%+12.9pp | 61.98%-45.7pp | 10.78%+5.5pp |
| Employer contribution / active EE | $2,018 | $1,620+24.5% | $5,564-63.7% | $1,899+6.3% |
| Participant deferral / active EE | $2,223 | $1,985+12.0% | $4,895-54.6% | $3,046-27.0% |
| Admin fee / account holder | $14 | $86-83.2% | $11,611-99.9% | $91-84.1% |