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 9-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 | Float revenue; Account maintenance fe... | $29,767 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,761 | $88,515-69.8% | $162,163-83.5% | $67,579-60.4% |
| Participation rate | 72.0% | 86.8%-14.8pp | 87.6%-15.5pp | 71.3%+0.8pp |
| Annual return | 20.06% | 27.04%-7.0pp | 115.59%-95.5pp | 378.56%-358.5pp |
| Employer contribution / active EE | $534 | $3,563-85.0% | $5,614-90.5% | $2,148-75.1% |
| Participant deferral / active EE | $2,031 | $5,724-64.5% | $7,298-72.2% | $3,539-42.6% |
| Admin fee / account holder | $67 | $124-46.0% | $10,843-99.4% | $142-53.1% |