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 COMPANY2+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $20,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,307 | $63,905-54.1% | $74,183-60.5% | $57,658-49.2% |
| Participation rate | 33.6% | 79.8%-46.2pp | 76.6%-43.0pp | 70.2%-36.7pp |
| Annual return | 10.37% | 60.60%-50.2pp | 17.74%-7.4pp | 5.13%+5.2pp |
| Employer contribution / active EE | $695 | $1,840-62.2% | $2,370-70.7% | $1,974-64.8% |
| Participant deferral / active EE | $1,132 | $3,448-67.2% | $3,550-68.1% | $3,061-63.0% |
| Admin fee / account holder | $195 | $91+114.0% | $5,586-96.5% | $95+106.1% |