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 | Direct payment from the plan; Account... | $47,657 |
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; Securities brok... | $0 |
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 | $182,733 | $44,873+307.2% | $79,464+130.0% | $56,287+224.6% |
| Participation rate | 82.1% | 68.7%+13.4pp | 73.3%+8.8pp | 69.9%+12.2pp |
| Annual return | 12.15% | 0.81%+11.3pp | 718.14%-706.0pp | -9.96%+22.1pp |
| Employer contribution / active EE | $5,475 | $2,140+155.9% | $2,800+95.5% | $2,111+159.4% |
| Participant deferral / active EE | $7,921 | $2,746+188.5% | $3,704+113.9% | $3,350+136.5% |
| Admin fee / account holder | $292 | $418-30.1% | $5,113-94.3% | $521-43.9% |