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 | Investment management; Float revenue;... | $42,046 |
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 commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,775 | $56,199+125.6% | $67,652+87.4% | $59,632+112.6% |
| Participation rate | 98.8% | 71.5%+27.3pp | 75.7%+23.1pp | 68.7%+30.1pp |
| Annual return | 1.86% | 18505.31%-18503.4pp | 6625.04%-6623.2pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,922 | $1,614+19.0% | $2,266-15.2% | $2,203-12.7% |
| Participant deferral / active EE | $5,431 | $2,844+91.0% | $3,560+52.6% | $3,192+70.2% |
| Admin fee / account holder | $345 | $3,958-91.3% | $4,821-92.9% | $4,297-92.0% |