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 | Participant communication; Float reve... | $114,614 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $42,985 | $62,928-31.7% | $172,739-75.1% | $67,579-36.4% |
| Participation rate | 78.2% | 64.5%+13.8pp | 82.6%-4.4pp | 71.3%+7.0pp |
| Annual return | 20.29% | 30.36%-10.1pp | 802.84%-782.6pp | 378.56%-358.3pp |
| Employer contribution / active EE | $998 | $1,636-39.0% | $5,143-80.6% | $2,148-53.5% |
| Participant deferral / active EE | $3,049 | $2,145+42.2% | $5,198-41.3% | $3,539-13.8% |
| Admin fee / account holder | $163 | $167-2.2% | $13,954-98.8% | $142+14.6% |