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 | Distribution (12b-1) fees; Investment... | $32,611 |
Filed as: PERSHING YOAKLEY & ASSOCIATES PC Service code 10 · EIN 62-1517792 | Accounting | $10,000 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,702 | $111,608-79.7% | $177,821-87.2% | $73,409-69.1% |
| Participation rate | 74.6% | 87.9%-13.3pp | 87.7%-13.1pp | 72.2%+2.4pp |
| Annual return | 13.52% | 18.23%-4.7pp | 48.32%-34.8pp | 59.29%-45.8pp |
| Employer contribution / active EE | $386 | $3,796-89.8% | $5,918-93.5% | $2,234-82.7% |
| Participant deferral / active EE | $2,152 | $6,199-65.3% | $7,714-72.1% | $3,805-43.4% |
| Admin fee / account holder | $89 | $166-46.5% | $12,427-99.3% | $158-43.9% |