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 |
|---|---|---|
CAPITALONE, NA1 year Service code 99 · EIN 72-0210640 | Other Fees | $37,093 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,493 |
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 99 · EIN 25-1443041 | Other Fees | $10,861 |
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 | $108,130 | $69,305+56.0% | $82,313+31.4% | $69,631+55.3% |
| Participation rate | 99.0% | 80.3%+18.7pp | 76.9%+22.1pp | 70.7%+28.3pp |
| Annual return | 17.16% | 21.47%-4.3pp | 25.88%-8.7pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $15,347 | $1,887+713.5% | $2,428+532.0% | $2,032+655.2% |
| Participant deferral / active EE | $3,019 | $3,568-15.4% | $3,706-18.5% | $3,224-6.4% |
| Admin fee / account holder | $72 | $97-25.4% | $5,608-98.7% | $110-34.4% |