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 | Direct payment from the plan; Recordk... | $79,777 |
BB&T FEE PROCESSING GROUP3 years Service code 16 · EIN 57-0956597 | Consulting | $7,218 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,517 | $77,197-30.7% | $86,874-38.4% | $93,030-42.5% |
| Participation rate | 98.5% | 78.2%+20.2pp | 71.6%+26.8pp | 73.9%+24.5pp |
| Annual return | 20.33% | 16.31%+4.0pp | 63.52%-43.2pp | 158.70%-138.4pp |
| Employer contribution / active EE | $2,373 | $2,514-5.6% | $2,495-4.9% | $2,706-12.3% |
| Participant deferral / active EE | $6,352 | $3,831+65.8% | $3,699+71.7% | $4,562+39.2% |
| Admin fee / account holder | $44 | $105-58.1% | $5,828-99.2% | $152-71.0% |