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 27 · EIN 84-2942542 | Advisory (Plan) | $46,495 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 25-1409618 | Securities Custodian | $6,510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,600 | $100,923+190.9% | $150,045+95.7% | $74,304+295.1% |
| Participation rate | 92.8% | 70.1%+22.7pp | 82.3%+10.4pp | 60.3%+32.4pp |
| Annual return | 16.30% | 51.77%-35.5pp | 62.55%-46.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $10,097 | $3,463+191.5% | $4,693+115.1% | $2,241+350.5% |
| Participant deferral / active EE | $13,577 | $6,709+102.4% | $7,997+69.8% | $3,767+260.4% |
| Admin fee / account holder | $331 | $2,767-88.1% | $13,435-97.5% | $2,969-88.9% |