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 4-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 | Float revenue; Claims processing; Sha... | $34,304 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $21,000 |
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 commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,063 | $88,890-79.7% | $102,423-82.4% | $77,643-76.7% |
| Participation rate | 92.5% | 80.9%+11.6pp | 76.5%+16.0pp | 70.6%+21.9pp |
| Annual return | 13.49% | 24.98%-11.5pp | 29.32%-15.8pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,230 | $2,698-54.4% | $3,023-59.3% | $2,726-54.9% |
| Participant deferral / active EE | $4,815 | $5,145-6.4% | $5,053-4.7% | $4,647+3.6% |
| Admin fee / account holder | $160 | $235-32.1% | $9,451-98.3% | $430-62.9% |