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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $74,539 |
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 commissions and ... | $0 |
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 | $195,025 | $57,921+236.7% | $84,750+130.1% | $57,658+238.2% |
| Participation rate | 84.1% | 72.9%+11.2pp | 76.6%+7.5pp | 70.2%+13.9pp |
| Annual return | 8.20% | 10.24%-2.0pp | 22.78%-14.6pp | 5.13%+3.1pp |
| Employer contribution / active EE | $3,450 | $2,598+32.8% | $3,574-3.5% | $1,974+74.8% |
| Participant deferral / active EE | $9,346 | $2,742+240.8% | $3,712+151.8% | $3,061+205.4% |
| Admin fee / account holder | $218 | $130+68.4% | $5,332-95.9% | $95+131.0% |