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 | $35,376 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 25-1409618 | Securities Custodian | $10,762 |
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 | $161,281 | $89,355+80.5% | $141,162+14.3% | $72,985+121.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.12% | 111.85%-87.7pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $5,365 | $3,114+72.3% | $4,735+13.3% | $2,440+119.9% |
| Participant deferral / active EE | $8,203 | $5,418+51.4% | $6,709+22.3% | $3,607+127.4% |
| Admin fee / account holder | $399 | $5,958-93.3% | $10,261-96.1% | $5,124-92.2% |