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 |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $47,318 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,325 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $10,500 |
EXPAND FINANCIAL4 years Service code 26 · EIN 27-1124147 | Advisory (Participants) | $5,928 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,641 | $116,081-24.5% | $156,181-43.9% | $79,634+10.1% |
| Participation rate | 84.4% | 75.6%+8.8pp | 78.8%+5.6pp | 62.5%+21.9pp |
| Annual return | 11.81% | 15.89%-4.1pp | 64.87%-53.1pp | 36.46%-24.7pp |
| Employer contribution / active EE | $885 | $2,828-68.7% | $4,294-79.4% | $2,529-65.0% |
| Participant deferral / active EE | $5,600 | $4,584+22.2% | $6,132-8.7% | $3,835+46.0% |
| Admin fee / account holder | $265 | $854-69.0% | $14,586-98.2% | $1,002-73.6% |