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 | Distribution (12b-1) fees; Sales load... | $92,225 |
Service code 16 · EIN 04-2670968 | Consulting | $35,000 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $86,197 | $89,652-3.9% | $141,162-38.9% | $65,185+32.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 18.26% | 32.79%-14.5pp | 71.39%-53.1pp | 29.38%-11.1pp |
| Employer contribution / active EE | $3,549 | $3,065+15.8% | $4,735-25.0% | $2,177+63.1% |
| Participant deferral / active EE | $4,512 | $5,691-20.7% | $6,709-32.7% | $3,514+28.4% |
| Admin fee / account holder | $341 | $569-40.0% | $10,261-96.7% | $847-59.7% |