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 | $18,200 |
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 | $27,557 | $69,305-60.2% | $82,313-66.5% | $69,631-60.4% |
| Participation rate | 74.7% | 80.3%-5.6pp | 76.9%-2.2pp | 70.7%+4.0pp |
| Annual return | 20.13% | 21.47%-1.3pp | 25.88%-5.7pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $840 | $1,887-55.5% | $2,428-65.4% | $2,032-58.6% |
| Participant deferral / active EE | $2,506 | $3,568-29.8% | $3,706-32.4% | $3,224-22.3% |
| Admin fee / account holder | $81 | $97-16.4% | $5,608-98.6% | $110-26.4% |