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 | Investment management; Sales loads (f... | $12,669 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ 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.
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 | $27,917 | $41,078-32.0% | $80,569-65.4% | $71,457-60.9% |
| Participation rate | 62.2% | 50.2%+12.0pp | 67.0%-4.8pp | 67.9%-5.7pp |
| Annual return | 17.23% | 38.45%-21.2pp | 935.43%-918.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $437 | $1,506-70.9% | $2,723-83.9% | $2,588-83.1% |
| Participant deferral / active EE | $2,236 | $2,699-17.1% | $4,447-49.7% | $4,289-47.9% |
| Admin fee / account holder | $81 | $1,840-95.6% | $5,377-98.5% | $1,587-94.9% |