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 8-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; Sales l... | $322,658 |
Filed as: FIDELITY INVT INS OPS COMPANY LLC Service code 37 · EIN 04-2647786 | Loan Processing | $166,892 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,050 |
Service code 60 | Sub-TA Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,743 | $136,780-57.1% | $189,513-69.0% | $101,517-42.1% |
| Participation rate | 79.6% | 90.9%-11.3pp | 87.8%-8.2pp | 74.6%+5.0pp |
| Annual return | 15.13% | 37.00%-21.9pp | 555.15%-540.0pp | 21.00%-5.9pp |
| Employer contribution / active EE | $1,928 | $4,857-60.3% | $6,162-68.7% | $2,973-35.1% |
| Participant deferral / active EE | $3,754 | $7,572-50.4% | $8,221-54.3% | $4,873-23.0% |
| Admin fee / account holder | $53 | $64-17.0% | $12,045-99.6% | $139-61.8% |