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 9-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 |
|---|---|---|
BATH SAVINGS TRUST COMPANY6 years Service code 64 105 FRONT STREET, P.O. BOX 548 · BATH, ME 04530 | Recordkeeping Fees | $23,395 |
Service code 28 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Investment Management | $2,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,459 | $59,159-50.2% | $159,960-81.6% | $66,914-56.0% |
| Participation rate | 62.7% | 68.1%-5.4pp | 78.0%-15.3pp | 69.8%-7.1pp |
| Annual return | -14.45% | -12.26%-2.2pp | 408.60%-423.1pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,342 | $1,983-32.3% | $4,226-68.2% | $2,544-47.3% |
| Participant deferral / active EE | $2,791 | $4,395-36.5% | $6,182-54.9% | $4,237-34.1% |
| Admin fee / account holder | $198 | $591-66.5% | $8,698-97.7% | $593-66.7% |