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 |
|---|---|---|
Filed as: ALPINE BANK & TRUST CO. Service code 24 · EIN 36-2476850 | Discretionary Trustee | $6,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,200 | $36,916-50.7% | $156,549-88.4% | $57,658-68.4% |
| Participation rate | 35.8% | 63.4%-27.6pp | 84.0%-48.2pp | 70.2%-34.4pp |
| Annual return | 4.53% | 12.38%-7.8pp | 32.23%-27.7pp | 5.13%-0.6pp |
| Employer contribution / active EE | $299 | $1,571-80.9% | $5,501-94.6% | $1,974-84.8% |
| Participant deferral / active EE | $700 | $1,926-63.6% | $4,871-85.6% | $3,061-77.1% |
| Admin fee / account holder | $89 | $82+7.6% | $13,027-99.3% | $95-6.1% |