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 15 · EIN 16-1450952 | Recordkeeping | $106,130 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $31,898 |
Participant contribution per participant 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 | $131,467 | $160,882-18.3% | $200,582-34.5% | $102,872+27.8% |
| Participation rate | 76.2% | 91.2%-14.9pp | 86.9%-10.7pp | 73.0%+3.2pp |
| Annual return | 17.80% | 18.15%-0.3pp | 42.33%-24.5pp | 19.06%-1.3pp |
| Employer contribution / active EE | $3,355 | $5,602-40.1% | $6,419-47.7% | $3,526-4.9% |
| Participant deferral / active EE | $4,594 | $9,300-50.6% | $9,331-50.8% | $5,535-17.0% |
| Admin fee / account holder | $101 | $125-19.3% | $16,305-99.4% | $292-65.5% |