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 16 · EIN 04-2670698 | Consulting | $35,000 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $5,210 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,300 | $70,002+14.7% | $115,037-30.2% | $52,331+53.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 15.64% | 4.04%+11.6pp | 26.14%-10.5pp | 4.54%+11.1pp |
| Employer contribution / active EE | $3,247 | $2,715+19.6% | $4,608-29.5% | $1,882+72.6% |
| Participant deferral / active EE | $4,045 | $4,920-17.8% | $6,026-32.9% | $3,022+33.8% |
| Admin fee / account holder | $139 | $566-75.5% | $8,175-98.3% | $592-76.6% |