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 3-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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Service code 12 · EIN 47-0098400 | Direct payment from the plan; Consult... | $131,745 |
INCLINE PENSION CONSULTING3+ years Service code 17 · EIN 83-0899909 | Pension Consulting | $111,447 |
Service code 12 · EIN 93-2789379 | Plan Administrator; Direct payment fr... | $51,029 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $15,505 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $10,430 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,527 | $160,882-72.3% | $200,582-77.8% | $102,872-56.7% |
| Participation rate | 90.5% | 91.2%-0.7pp | 86.9%+3.6pp | 73.0%+17.4pp |
| Annual return | 21.38% | 18.15%+3.2pp | 42.33%-21.0pp | 19.06%+2.3pp |
| Employer contribution / active EE | $765 | $5,602-86.3% | $6,419-88.1% | $3,526-78.3% |
| Participant deferral / active EE | $2,534 | $9,300-72.7% | $9,331-72.8% | $5,535-54.2% |
| Admin fee / account holder | $180 | $125+44.2% | $16,305-98.9% | $292-38.4% |