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 LLC5+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $8,483 |
MID ATLANTIC CAPITAL CORPORATION4+ 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 | $31,446 | $54,762-42.6% | $90,281-65.2% | $72,985-56.9% |
| Participation rate | 53.6% | 65.1%-11.6pp | 73.3%-19.7pp | 69.5%-15.9pp |
| Annual return | 20.12% | 30.63%-10.5pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $434 | $2,092-79.3% | $2,854-84.8% | $2,440-82.2% |
| Participant deferral / active EE | $1,966 | $2,887-31.9% | $3,885-49.4% | $3,607-45.5% |
| Admin fee / account holder | $155 | $3,972-96.1% | $5,351-97.1% | $5,124-97.0% |