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 13 · EIN 45-0134280 | Contract Administrator | $29,728 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 25-1409618 | Securities Custodian | $10,705 |
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 | $130,219 | $73,102+78.1% | $123,544+5.4% | $56,287+131.4% |
| Participation rate | 99.1% | 74.3%+24.7pp | 82.3%+16.8pp | 69.9%+29.2pp |
| Annual return | -5.90% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $3,758 | $2,977+26.2% | $4,628-18.8% | $2,111+78.0% |
| Participant deferral / active EE | $8,561 | $5,423+57.9% | $6,426+33.2% | $3,350+155.6% |
| Admin fee / account holder | $357 | $554-35.5% | $9,284-96.2% | $521-31.5% |