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; Participant commun... | $281,692 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $53,988 | $37,039+45.8% | $147,614-63.4% | $59,188-8.8% |
| Participation rate | 76.6% | 63.8%+12.8pp | 84.6%-8.0pp | 69.4%+7.2pp |
| Annual return | 3.22% | 7.19%-4.0pp | 61.98%-58.8pp | 5.51%-2.3pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,643 | $2,094+74.0% | $4,895-25.6% | $3,265+11.6% |
| Admin fee / account holder | $8 | $60-87.2% | $11,611-99.9% | $92-91.7% |