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 |
|---|---|---|
T BANK, N.A.5+ years Service code 19 · EIN 20-1099212 | Securities Custodian | $27,854 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,137 | $89,652+18.4% | $141,162-24.8% | $65,185+62.8% |
| Participation rate | 83.9% | 74.7%+9.2pp | 82.5%+1.4pp | 70.2%+13.7pp |
| Annual return | 18.31% | 32.79%-14.5pp | 71.39%-53.1pp | 29.38%-11.1pp |
| Employer contribution / active EE | $3,602 | $3,065+17.5% | $4,735-23.9% | $2,177+65.5% |
| Participant deferral / active EE | $7,247 | $5,691+27.3% | $6,709+8.0% | $3,514+106.2% |
| Admin fee / account holder | $148 | $569-74.0% | $10,261-98.6% | $847-82.6% |