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 6-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 | Distribution (12b-1) fees; Recordkeep... | $62,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,587 |
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; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,742 | $61,125-51.3% | $108,579-72.6% | $63,975-53.5% |
| Participation rate | 78.6% | 80.5%-1.9pp | 79.6%-1.0pp | 71.1%+7.4pp |
| Annual return | 12.26% | 14.06%-1.8pp | -51.70%+64.0pp | 48.65%-36.4pp |
| Employer contribution / active EE | $3 | $2,237-99.9% | $3,758-99.9% | $2,182-99.9% |
| Participant deferral / active EE | $3,166 | $3,574-11.4% | $4,311-26.6% | $3,356-5.7% |
| Admin fee / account holder | $57 | $72-20.7% | $7,645-99.3% | $70-19.0% |