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 |
|---|---|---|
PGR SOLUTIONS, LLC4+ years Service code 17 · EIN 93-1253576 | Pension Consulting | $53,823 |
Filed as: RIVERSEDGE ADV RETIREMENT SOLUTIONS Service code 37 · EIN 27-1155910 | Loan Processing | $9,047 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $6,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,973 | $55,449+76.7% | $83,848+16.8% | $56,287+74.1% |
| Participation rate | 62.7% | 68.0%-5.3pp | 76.1%-13.5pp | 69.9%-7.2pp |
| Annual return | -6.97% | -1.38%-5.6pp | 850.88%-857.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,120 | $2,430-12.8% | $3,631-41.6% | $2,111+0.4% |
| Participant deferral / active EE | $4,229 | $2,935+44.1% | $4,082+3.6% | $3,350+26.2% |
| Admin fee / account holder | $445 | $656-32.2% | $5,478-91.9% | $521-14.7% |