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 | Participant loan processing; Recordke... | $348,000 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $130,640 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $73,353 | $176,491-58.4% | $95,952-23.6% | $90,288-18.8% |
| Participation rate | 98.7% | 86.6%+12.1pp | 77.1%+21.6pp | 73.4%+25.4pp |
| Annual return | 14.15% | 20.14%-6.0pp | 91.61%-77.5pp | 53.97%-39.8pp |
| Employer contribution / active EE | $2,025 | $2,789-27.4% | $2,541-20.3% | $2,524-19.8% |
| Participant deferral / active EE | $3,659 | $5,340-31.5% | $4,167-12.2% | $4,232-13.5% |
| Admin fee / account holder | $397 | $154+157.6% | $6,795-94.2% | $114+248.0% |