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 COMPANY3+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $26,346 |
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.
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 | $44,463 | $69,305-35.8% | $82,313-46.0% | $69,631-36.1% |
| Participation rate | 29.5% | 80.3%-50.7pp | 76.9%-47.4pp | 70.7%-41.1pp |
| Annual return | 31.99% | 21.47%+10.5pp | 25.88%+6.1pp | 27571.02%-27539.0pp |
| Employer contribution / active EE | $747 | $1,887-60.4% | $2,428-69.2% | $2,032-63.2% |
| Participant deferral / active EE | $1,250 | $3,568-65.0% | $3,706-66.3% | $3,224-61.2% |
| Admin fee / account holder | $274 | $97+182.4% | $5,608-95.1% | $110+148.5% |