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 | $7,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,005 | $121,341+8.0% | $189,513-30.9% | $79,386+65.0% |
| Participation rate | 87.9% | 86.1%+1.8pp | 87.8%+0.1pp | 70.7%+17.2pp |
| Annual return | 18.39% | 21.08%-2.7pp | 555.15%-536.8pp | 116.85%-98.5pp |
| Employer contribution / active EE | $3,370 | $3,915-13.9% | $6,162-45.3% | $2,427+38.8% |
| Participant deferral / active EE | $14,716 | $6,395+130.1% | $8,221+79.0% | $4,046+263.8% |
| Admin fee / account holder | $25 | $651-96.1% | $12,045-99.8% | $626-95.9% |