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 |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $30,050 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,636 |
MY GROUP LLC1 year Filed as: SC&H GROUP INC Service code 34 · EIN 20-5991824 | Other fees; Valuation (appraisals, etc.) | $15,164 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $10,990 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,745 | $79,519+21.7% | $95,952+0.8% | $73,409+31.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 31.01% | 19.20%+11.8pp | 91.61%-60.6pp | 59.29%-28.3pp |
| Employer contribution / active EE | $8,294 | $2,048+305.0% | $2,541+226.4% | $2,234+271.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $67 | $184-63.9% | $6,795-99.0% | $158-57.8% |