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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $142,488 |
Service code 16 · EIN 57-0956597 | Consulting | $19,739 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $59,841 | $55,790+7.3% | $76,817-22.1% | $67,579-11.5% |
| Participation rate | 99.6% | 71.1%+28.5pp | 72.1%+27.5pp | 71.3%+28.3pp |
| Annual return | 25.86% | 64.45%-38.6pp | 1166.11%-1140.3pp | 378.56%-352.7pp |
| Employer contribution / active EE | $2,551 | $1,810+40.9% | $2,302+10.8% | $2,148+18.8% |
| Participant deferral / active EE | $7,057 | $2,875+145.5% | $3,336+111.6% | $3,539+99.4% |
| Admin fee / account holder | $139 | $159-12.6% | $6,420-97.8% | $142-2.3% |