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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $6,651 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $5,700 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,823 | $37,196-25.2% | $154,107-81.9% | $55,725-50.1% |
| Participation rate | 81.1% | 64.1%+17.0pp | 83.0%-2.0pp | 70.9%+10.2pp |
| Annual return | 2.37% | 1319.68%-1317.3pp | 735.12%-732.8pp | 244.93%-242.6pp |
| Employer contribution / active EE | $2,695 | $1,614+67.0% | $5,298-49.1% | $2,078+29.7% |
| Participant deferral / active EE | $2,916 | $2,068+41.0% | $5,081-42.6% | $3,356-13.1% |
| Admin fee / account holder | $39 | $102-61.4% | $13,411-99.7% | $115-66.0% |