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 COMPANY4+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $17,901 |
Annual investment return 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 | $23,123 | $65,118-64.5% | $76,768-69.9% | $55,725-58.5% |
| Participation rate | 82.5% | 79.6%+2.9pp | 77.0%+5.5pp | 70.9%+11.6pp |
| Annual return | -6.97% | -1.27%-5.7pp | 2.43%-9.4pp | 244.93%-251.9pp |
| Employer contribution / active EE | $966 | $1,941-50.2% | $2,485-61.1% | $2,078-53.5% |
| Participant deferral / active EE | $2,599 | $3,688-29.5% | $3,852-32.5% | $3,356-22.5% |
| Admin fee / account holder | $68 | $116-41.5% | $6,675-99.0% | $115-41.1% |