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 LLC6+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $7,791 |
MID ATLANTIC CAPITAL CORPORATION5+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,637 | $60,124-22.4% | $90,404-48.4% | $79,858-41.6% |
| Participation rate | 48.2% | 65.0%-16.7pp | 72.7%-24.4pp | 69.6%-21.4pp |
| Annual return | 12.75% | 71.94%-59.2pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $414 | $2,068-80.0% | $3,262-87.3% | $2,471-83.3% |
| Participant deferral / active EE | $1,903 | $2,938-35.2% | $3,963-52.0% | $3,740-49.1% |
| Admin fee / account holder | $239 | $3,976-94.0% | $5,611-95.7% | $5,306-95.5% |