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 | Investment management; Finders' fees ... | $143,151 |
Service code 16 · EIN 59-1237041 | Consulting | $17,720 |
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; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,985 | $65,708-5.7% | $76,817-19.3% | $77,787-20.3% |
| Participation rate | 95.1% | 79.0%+16.1pp | 72.1%+23.0pp | 73.2%+21.8pp |
| Annual return | 21.42% | 49.86%-28.4pp | 1166.11%-1144.7pp | 32.57%-11.2pp |
| Employer contribution / active EE | $2,476 | $2,167+14.2% | $2,302+7.6% | $2,504-1.1% |
| Participant deferral / active EE | $4,805 | $3,254+47.7% | $3,336+44.1% | $3,967+21.1% |
| Admin fee / account holder | $159 | $91+75.6% | $6,420-97.5% | $100+59.3% |