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 TRUST COMPANY, SOUTH D Service code 21 330 POPLAR AVE. STE 103-E · PIERRE, SC 57501 | Bank Trustee | $24,199 |
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.
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 | $77,910 | $60,776+28.2% | $85,682-9.1% | $79,386-1.9% |
| Participation rate | 66.7% | 62.1%+4.6pp | 69.9%-3.2pp | 70.7%-4.0pp |
| Annual return | 13.22% | 16.57%-3.4pp | 21.49%-8.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,556 | $2,919+56.1% | $3,923+16.1% | $4,046+12.6% |
| Admin fee / account holder | $203 | $438-53.8% | $6,873-97.1% | $626-67.6% |