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... | $82,896 |
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 commissions and ... | $0 |
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 | $194,945 | $60,545+222.0% | $92,233+111.4% | $69,631+180.0% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.5%+19.8pp | 70.7%+25.6pp |
| Annual return | 17.53% | 19.71%-2.2pp | 176.28%-158.8pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $3,671 | $2,633+39.4% | $3,679-0.2% | $2,032+80.7% |
| Participant deferral / active EE | $9,414 | $2,828+232.9% | $3,897+141.6% | $3,224+192.0% |
| Admin fee / account holder | $194 | $145+34.1% | $5,194-96.3% | $110+75.8% |