See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $8,375 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,655 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,235 | $59,263+86.0% | $96,562+14.2% | $79,386+38.9% |
| Participation rate | 89.4% | 61.9%+27.5pp | 69.8%+19.6pp | 70.7%+18.7pp |
| Annual return | 15.03% | 27.07%-12.0pp | 37.78%-22.8pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,313 | $1,216+8.0% | $2,356-44.3% | $2,427-45.9% |
| Participant deferral / active EE | $4,685 | $2,948+58.9% | $3,849+21.7% | $4,046+15.8% |
| Admin fee / account holder | $35 | $658-94.7% | $6,181-99.4% | $626-94.5% |