Filed March 10, 2026
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 Service code 27 · EIN 25-1443041 | Advisory (Plan) | $57,948 |
ASPIRE FINANCIAL SERVICES3 years Service code 64 · EIN 20-0937408 | Recordkeeping Fees | $27,591 |
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 | $161,680 | $89,652+80.3% | $141,162+14.5% | $65,185+148.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 23.97% | 32.79%-8.8pp | 71.39%-47.4pp | 29.38%-5.4pp |
| Employer contribution / active EE | $9,043 | $3,065+195.1% | $4,735+91.0% | $2,177+315.5% |
| Participant deferral / active EE | $9,833 | $5,691+72.8% | $6,709+46.6% | $3,514+179.8% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |