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: INSTITUTIONAL TRUST & CUSTODY Service code 21 1 US BANK PLAZA · ST. LOUIS, MO 63101 | Bank Trustee | $8,832 |
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 | $27,728 | $76,000-63.5% | $154,107-82.0% | $64,186-56.8% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | 8.25% | 30.32%-22.1pp | 735.12%-726.9pp | 7.63%+0.6pp |
| Employer contribution / active EE | $1,630 | $3,351-51.3% | $5,298-69.2% | $2,381-31.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |