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 26 · EIN 71-0294708 | Advisory (Participants) | $39,173 |
BENEFIT TRUST COMPANY2 years Service code 21 · EIN 43-1971558 | Bank Trustee | $10,584 |
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 | $254,357 | $111,491+128.1% | $189,513+34.2% | $86,799+193.0% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.8%+11.4pp | 72.3%+26.9pp |
| Annual return | 54.19% | 83.50%-29.3pp | 555.15%-501.0pp | 97.91%-43.7pp |
| Employer contribution / active EE | $5,546 | $3,951+40.4% | $6,162-10.0% | $2,405+130.6% |
| Participant deferral / active EE | $8,875 | $6,437+37.9% | $8,221+8.0% | $4,131+114.8% |
| Admin fee / account holder | $71 | $189-62.3% | $12,045-99.4% | $170-58.1% |