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 25-1443040 | Advisory (Plan) | $14,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,441 |
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 | $91,080 | $54,573+66.9% | $90,951+0.1% | $73,488+23.9% |
| Participation rate | 87.3% | 61.2%+26.1pp | 69.0%+18.3pp | 70.7%+16.6pp |
| Annual return | 18.01% | 16.69%+1.3pp | 134.60%-116.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $642 | $991-35.2% | $2,122-69.7% | $2,270-71.7% |
| Participant deferral / active EE | $3,906 | $2,517+55.2% | $3,373+15.8% | $3,740+4.5% |
| Admin fee / account holder | $91 | $521-82.6% | $5,959-98.5% | $513-82.3% |