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);... | $52,057 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $273 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,600 | $60,323+280.6% | $81,812+180.6% | $74,495+208.2% |
| Participation rate | 84.4% | 62.9%+21.6pp | 72.3%+12.1pp | 67.2%+17.2pp |
| Annual return | 17.10% | 16.90%+0.2pp | 773.79%-756.7pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $6,079 | $2,620+132.0% | $2,912+108.7% | $2,623+131.8% |
| Participant deferral / active EE | $9,836 | $3,387+190.4% | $4,319+127.8% | $4,346+126.3% |
| Admin fee / account holder | $301 | $1,486-79.7% | $7,386-95.9% | $1,942-84.5% |