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 CORPORATION11+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 27 · EIN 54-1676983 | Advisory (Plan) | $33,232 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,005 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN EDWARDS. Service code 10 4951 LAKE BROOK DR · GLEN ALLEN, VA 23060 | Accounting | $14,700 |
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 | $227,990 | $95,880+137.8% | $107,525+112.0% | $85,563+166.5% |
| Participation rate | 22.2% | 70.1%-48.0pp | 75.1%-52.9pp | 66.0%-43.8pp |
| Annual return | 16.08% | 68.06%-52.0pp | 181.32%-165.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $304 | $3,812-92.0% | $3,754-91.9% | $2,654-88.5% |
| Participant deferral / active EE | $1,698 | $4,201-59.6% | $5,116-66.8% | $4,375-61.2% |
| Admin fee / account holder | $507 | $1,025-50.5% | $8,919-94.3% | $834-39.2% |