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+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $3,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,769 | $72,770-75.6% | $67,652-73.7% | $55,191-67.8% |
| Participation rate | 60.3% | 78.8%-18.5pp | 75.7%-15.4pp | 69.2%-8.9pp |
| Annual return | 1.44% | -3.26%+4.7pp | 6625.04%-6623.6pp | 10.78%-9.3pp |
| Employer contribution / active EE | $391 | $1,769-77.9% | $2,266-82.7% | $1,899-79.4% |
| Participant deferral / active EE | $1,945 | $3,408-42.9% | $3,560-45.4% | $3,046-36.1% |
| Admin fee / account holder | $19 | $79-75.6% | $4,821-99.6% | $91-78.8% |