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 | Shareholder servicing fees; Float rev... | $198,155 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $55,867 | $37,213+50.1% | $156,549-64.3% | $63,975-12.7% |
| Participation rate | 77.2% | 65.0%+12.3pp | 84.0%-6.8pp | 71.1%+6.1pp |
| Annual return | 7.73% | 47.89%-40.2pp | 32.23%-24.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,704 | $2,070+78.9% | $4,871-24.0% | $3,356+10.4% |
| Admin fee / account holder | $15 | $56-73.0% | $13,027-99.9% | $70-78.4% |