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) | $12,376 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,757 |
NEWEDGE ADVISORS LLC1 year Service code 27 · EIN 46-0854203 | Advisory (Plan) | $2,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,985 | $42,353+91.2% | $79,550+1.8% | $64,808+25.0% |
| Participation rate | 81.5% | 64.8%+16.7pp | 69.5%+12.0pp | 71.5%+10.0pp |
| Annual return | -17.86% | -12.24%-5.6pp | 0.16%-18.0pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,443 | $1,181+22.2% | $2,413-40.2% | $2,506-42.4% |
| Participant deferral / active EE | $4,309 | $3,170+35.9% | $3,985+8.1% | $4,3100% |
| Admin fee / account holder | $99 | $160-38.0% | $6,832-98.6% | $188-47.3% |