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 | $8,323 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,738 | $102,553+6.0% | $151,611-28.3% | $66,914+62.5% |
| Participation rate | 89.4% | 85.5%+3.9pp | 87.5%+1.9pp | 69.8%+19.6pp |
| Annual return | -18.38% | -10.82%-7.6pp | 3.33%-21.7pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,276 | $4,180-21.6% | $6,166-46.9% | $2,544+28.8% |
| Participant deferral / active EE | $14,936 | $6,641+124.9% | $8,363+78.6% | $4,237+252.5% |
| Admin fee / account holder | $35 | $630-94.5% | $11,616-99.7% | $593-94.2% |