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 |
|---|---|---|
MID ATLANTIC CAPITAL CORPORATION9+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 50 · EIN 54-1676983 | Direct Payment | $24,993 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,901 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN EDWARDS Service code 10 · EIN 54-0504608 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,806 | $92,971+65.4% | $96,683+59.1% | $74,419+106.7% |
| Participation rate | 29.1% | 71.5%-42.4pp | 74.3%-45.2pp | 70.7%-41.6pp |
| Annual return | 23.97% | 37.49%-13.5pp | 35.69%-11.7pp | 34.38%-10.4pp |
| Employer contribution / active EE | $380 | $3,426-88.9% | $3,737-89.8% | $2,637-85.6% |
| Participant deferral / active EE | $1,934 | $3,970-51.3% | $4,878-60.3% | $4,528-57.3% |
| Admin fee / account holder | $360 | $633-43.1% | $6,730-94.7% | $348+3.5% |