See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY5+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $24,490 |
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 | $26,662 | $73,404-63.7% | $87,100-69.4% | $67,579-60.5% |
| Participation rate | 86.5% | 80.9%+5.6pp | 76.9%+9.6pp | 71.3%+15.2pp |
| Annual return | 32.51% | 48.29%-15.8pp | 28.19%+4.3pp | 378.56%-346.1pp |
| Employer contribution / active EE | $915 | $2,014-54.6% | $2,521-63.7% | $2,148-57.4% |
| Participant deferral / active EE | $2,527 | $3,913-35.4% | $4,049-37.6% | $3,539-28.6% |
| Admin fee / account holder | $72 | $142-49.0% | $7,497-99.0% | $142-49.2% |