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 Service code 15 · EIN 27-3169253 | Recordkeeping | $5,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,662 | $136,307-27.6% | $177,821-44.5% | $73,488+34.3% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.7%+5.3pp | 70.7%+22.4pp |
| Annual return | 17.40% | 18.68%-1.3pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $3,300 | $3,712-11.1% | $5,918-44.2% | $2,270+45.4% |
| Participant deferral / active EE | $14,429 | $5,829+147.6% | $7,714+87.1% | $3,740+285.9% |
| Admin fee / account holder | $34 | $596-94.3% | $12,427-99.7% | $513-93.4% |