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 |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $7,034 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 27 · EIN 54-1676983 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,874 | $44,873-44.6% | $79,464-68.7% | $56,287-55.8% |
| Participation rate | 46.6% | 68.7%-22.1pp | 73.3%-26.7pp | 69.9%-23.3pp |
| Annual return | 0.12% | 0.81%-0.7pp | 718.14%-718.0pp | -9.96%+10.1pp |
| Employer contribution / active EE | $432 | $2,140-79.8% | $2,800-84.6% | $2,111-79.5% |
| Participant deferral / active EE | $1,798 | $2,746-34.5% | $3,704-51.5% | $3,350-46.3% |
| Admin fee / account holder | $146 | $418-65.1% | $5,113-97.1% | $521-72.0% |