Filed January 29, 2026 (most recent of 4 filings on file)
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 | Claims processing; Investment managem... | $19,080 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $41,355 | $62,928-34.3% | $172,739-76.1% | $67,579-38.8% |
| Participation rate | 72.6% | 64.5%+8.1pp | 82.6%-10.1pp | 71.3%+1.3pp |
| Annual return | 19.17% | 30.36%-11.2pp | 802.84%-783.7pp | 378.56%-359.4pp |
| Employer contribution / active EE | $276 | $1,636-83.1% | $5,143-94.6% | $2,148-87.1% |
| Participant deferral / active EE | $2,395 | $2,145+11.7% | $5,198-53.9% | $3,539-32.3% |
| Admin fee / account holder | $34 | $167-79.7% | $13,954-99.8% | $142-76.3% |