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 | $31,500 |
Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $24,866 |
REAGAN COMPANIES ASSET MGMT.8 years Filed as: REAGAN CONSULTING, INC. Service code 34 3495 PIEDMONT ROAD, NE · ATLANTA, GA 30305 | Valuation (appraisals, etc.) | $16,000 |
Service code 10 · EIN 35-1307701 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,015 | $122,239+9.6% | $184,203-27.2% | $74,495+79.9% |
| Participation rate | 99.4% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.2pp |
| Annual return | 17.35% | 19.95%-2.6pp | 28.81%-11.5pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $3,222 | $4,537-29.0% | $6,427-49.9% | $2,623+22.9% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |