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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Shareholder... | $109,061 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,955 | $37,196-0.6% | $154,107-76.0% | $55,725-33.7% |
| Participation rate | 79.4% | 64.1%+15.4pp | 83.0%-3.6pp | 70.9%+8.6pp |
| Annual return | -5.30% | 1319.68%-1325.0pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $879 | $1,614-45.5% | $5,298-83.4% | $2,078-57.7% |
| Participant deferral / active EE | $2,693 | $2,068+30.2% | $5,081-47.0% | $3,356-19.7% |
| Admin fee / account holder | $162 | $102+59.0% | $13,411-98.8% | $115+40.3% |