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 | $1,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,806 | $122,239-32.3% | $184,203-55.0% | $74,495+11.2% |
| Participation rate | 94.6% | 85.5%+9.1pp | 86.8%+7.8pp | 67.2%+27.4pp |
| Annual return | 16.06% | 19.95%-3.9pp | 28.81%-12.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $2,784 | $4,537-38.6% | $6,427-56.7% | $2,623+6.2% |
| Participant deferral / active EE | $6,081 | $7,139-14.8% | $9,131-33.4% | $4,346+39.9% |
| Admin fee / account holder | $12 | $1,260-99.0% | $13,901-99.9% | $1,942-99.4% |