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 |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $13,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,029 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,216 |
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 | $78,198 | $49,138+59.1% | $84,015-6.9% | $65,185+20.0% |
| Participation rate | 85.5% | 60.7%+24.8pp | 69.0%+16.5pp | 70.2%+15.3pp |
| Annual return | 22.19% | 23.00%-0.8pp | 71.31%-49.1pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,458 | $914+59.6% | $1,983-26.5% | $2,177-33.0% |
| Participant deferral / active EE | $3,598 | $2,397+50.1% | $3,239+11.1% | $3,514+2.4% |
| Admin fee / account holder | $57 | $543-89.5% | $6,101-99.1% | $847-93.2% |