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, INC Service code 21 · EIN 20-1171923 2900 N. 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $36,428 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,459 | $110,094+63.0% | $151,611+18.4% | $68,494+162.0% |
| Participation rate | 98.9% | 84.0%+15.0pp | 87.5%+11.4pp | 67.9%+31.0pp |
| Annual return | 12.49% | -10.12%+22.6pp | 3.33%+9.2pp | -7.84%+20.3pp |
| Employer contribution / active EE | $10,770 | $4,471+140.9% | $6,166+74.7% | $2,596+314.8% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $309 | $7,719-96.0% | $11,616-97.3% | $5,403-94.3% |