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 | $108,549-19.3% | $156,263-43.9% | $85,563+2.4% |
| Participation rate | 84.4% | 77.1%+7.3pp | 78.9%+5.5pp | 66.0%+18.5pp |
| Annual return | 11.81% | 21.79%-10.0pp | 59.47%-47.7pp | 31.51%-19.7pp |
| Employer contribution / active EE | $885 | $2,690-67.1% | $4,333-79.6% | $2,654-66.7% |
| Participant deferral / active EE | $5,600 | $4,800+16.7% | $6,158-9.1% | $4,375+28.0% |
| Admin fee / account holder | $265 | $650-59.3% | $14,255-98.1% | $834-68.3% |