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 COMPANY3 years Filed as: TI TRUST Service code 24 · EIN 20-1171923 | Discretionary Trustee | $35,000 |
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 | $182,012 | $72,254+151.9% | $86,677+110.0% | $64,808+180.8% |
| Participation rate | 99.7% | 80.4%+19.3pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | 41.58% | 392.42%-350.8pp | 35.91%+5.7pp | 32.82%+8.8pp |
| Employer contribution / active EE | $18,383 | $2,393+668.2% | $2,836+548.1% | $2,506+633.6% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $73 | $174-57.8% | $7,493-99.0% | $188-60.9% |