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 | Shareholder servicing fees; Claims pr... | $104,079 |
CANTELLA & COMPANY, INC.2 years Filed as: CANTELLA & CO., INC. Service code 16 · EIN 04-2670968 | Consulting | $35,000 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,996 | $80,753+13.9% | $136,294-32.5% | $62,292+47.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.26% | 35.83%-20.6pp | 5155.94%-5140.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $4,725 | $2,884+63.9% | $4,695+0.6% | $2,042+131.4% |
| Participant deferral / active EE | $4,079 | $5,164-21.0% | $6,247-34.7% | $3,169+28.7% |
| Admin fee / account holder | $473 | $525-10.0% | $9,243-94.9% | $479-1.3% |