See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JACKSON AVENUE, LLC3+ years Service code 26 · EIN 26-1998555 | Advisory (Participants) | $26,145 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Forei... | $17,334 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $4,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,904 | $59,417+26.1% | $93,606-20.0% | $74,495+0.5% |
| Participation rate | 73.2% | 59.7%+13.5pp | 68.7%+4.4pp | 67.2%+6.0pp |
| Annual return | 13.53% | 81.83%-68.3pp | 133.20%-119.7pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,138 | $1,264+148.3% | $2,420+29.7% | $2,623+19.6% |
| Participant deferral / active EE | $6,467 | $3,050+112.0% | $4,411+46.6% | $4,346+48.8% |
| Admin fee / account holder | $315 | $3,021-89.6% | $8,285-96.2% | $1,942-83.8% |