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) | $47,930 |
ASPIRE FINANCIAL SERVICES4 years Service code 64 · EIN 20-0937408 | Recordkeeping Fees | $28,060 |
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 | $174,637 | $99,957+74.7% | $149,696+16.7% | $73,488+137.6% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 19.06% | 53.87%-34.8pp | 276.60%-257.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $4,724 | $3,191+48.0% | $4,644+1.7% | $2,270+108.1% |
| Participant deferral / active EE | $10,226 | $6,073+68.4% | $6,842+49.5% | $3,740+173.5% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |