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 CORPORATION10+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 27 · EIN 54-1676983 | Advisory (Plan) | $30,793 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,228 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS. Service code 10 4951 LAKE BROOK DR · GLEN ALLEN, VA 23060 | Accounting | $13,850 |
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 | $195,874 | $82,917+136.2% | $103,333+89.6% | $77,643+152.3% |
| Participation rate | 23.7% | 71.6%-47.9pp | 74.5%-50.8pp | 70.6%-46.9pp |
| Annual return | 21.18% | 19.13%+2.1pp | 24.88%-3.7pp | 31.24%-10.1pp |
| Employer contribution / active EE | $369 | $3,552-89.6% | $3,868-90.5% | $2,726-86.5% |
| Participant deferral / active EE | $2,035 | $4,108-50.5% | $5,057-59.8% | $4,647-56.2% |
| Admin fee / account holder | $439 | $638-31.2% | $8,355-94.7% | $430+1.9% |