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);... | $41,770 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,527 | $54,320+28.0% | $67,652+2.8% | $52,331+32.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 1.62% | 6.81%-5.2pp | 6625.04%-6623.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $3,637 | $1,544+135.6% | $2,266+60.5% | $1,882+93.3% |
| Participant deferral / active EE | $433 | $2,950-85.3% | $3,560-87.8% | $3,022-85.7% |
| Admin fee / account holder | $152 | $527-71.1% | $4,821-96.8% | $592-74.3% |