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 COMPANY6+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $23,640 |
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 | $32,493 | $79,519-59.1% | $95,952-66.1% | $73,409-55.7% |
| Participation rate | 87.6% | 81.2%+6.4pp | 77.1%+10.5pp | 72.2%+15.4pp |
| Annual return | 17.47% | 19.20%-1.7pp | 91.61%-74.1pp | 59.29%-41.8pp |
| Employer contribution / active EE | $1,065 | $2,048-48.0% | $2,541-58.1% | $2,234-52.3% |
| Participant deferral / active EE | $2,835 | $4,138-31.5% | $4,167-32.0% | $3,805-25.5% |
| Admin fee / account holder | $71 | $184-61.4% | $6,795-99.0% | $158-54.9% |