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 | Float revenue; Finders' fees / placem... | $40,058 |
MID ATLANTIC CAPITAL CORPORATION3+ years 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 |
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 | $137,621 | $67,606+103.6% | $82,313+67.2% | $70,131+96.2% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 14.74% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,059 | $1,755+17.3% | $2,428-15.2% | $2,342-12.1% |
| Participant deferral / active EE | $5,904 | $2,987+97.7% | $3,706+59.3% | $3,332+77.2% |
| Admin fee / account holder | $308 | $4,512-93.2% | $5,608-94.5% | $4,645-93.4% |