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 | Shareholder servicing fees; Recordkee... | $17,245 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,994 | $79,694-59.9% | $96,139-66.7% | $79,386-59.7% |
| Participation rate | 48.8% | 54.0%-5.1pp | 68.4%-19.6pp | 70.7%-21.9pp |
| Annual return | 10.87% | 40.84%-30.0pp | 191.94%-181.1pp | 116.85%-106.0pp |
| Employer contribution / active EE | $195 | $1,443-86.5% | $2,797-93.0% | $2,427-92.0% |
| Participant deferral / active EE | $1,779 | $2,539-29.9% | $4,349-59.1% | $4,046-56.0% |
| Admin fee / account holder | $109 | $630-82.7% | $5,537-98.0% | $626-82.6% |