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 | Recordkeeping and information managem... | $120,383 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,400 | $52,293-11.3% | $178,490-74.0% | $73,409-36.8% |
| Participation rate | 80.9% | 65.3%+15.6pp | 81.9%-1.0pp | 72.2%+8.8pp |
| Annual return | 14.30% | 34.75%-20.4pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $959 | $1,735-44.8% | $5,011-80.9% | $2,234-57.1% |
| Participant deferral / active EE | $3,054 | $2,332+31.0% | $5,202-41.3% | $3,805-19.7% |
| Admin fee / account holder | $162 | $127+27.1% | $13,984-98.8% | $158+2.5% |