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 |
|---|---|---|
MARKS GROUP WEALTH MANAGEMENT3+ years Service code 27 · EIN 26-3675041 | Advisory (Plan) | $96,558 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $13,464 |
CARPENTER MORSE GROUP1 year Filed as: CARPENTER EVERT & ASSOC Service code 27 · EIN 41-1534805 | Advisory (Plan) | $5,000 |
Service code 27 · EIN 41-1534805 | Advisory (Plan) | $5,000 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $205,866 | $80,753+154.9% | $136,294+51.0% | $62,292+230.5% |
| Participation rate | 97.3% | 73.5%+23.8pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 20.08% | 35.83%-15.7pp | 5155.94%-5135.9pp | 28.90%-8.8pp |
| Employer contribution / active EE | $5,405 | $2,884+87.4% | $4,695+15.1% | $2,042+164.7% |
| Participant deferral / active EE | $8,576 | $5,164+66.1% | $6,247+37.3% | $3,169+170.6% |
| Admin fee / account holder | $569 | $525+8.4% | $9,243-93.8% | $479+18.8% |