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 COMPANY8+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $46,862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,320 | $72,254-58.0% | $86,677-65.0% | $64,808-53.2% |
| Participation rate | 81.9% | 80.4%+1.5pp | 76.6%+5.3pp | 71.5%+10.5pp |
| Annual return | -16.38% | 392.42%-408.8pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $997 | $2,393-58.3% | $2,836-64.8% | $2,506-60.2% |
| Participant deferral / active EE | $2,608 | $4,658-44.0% | $4,656-44.0% | $4,310-39.5% |
| Admin fee / account holder | $129 | $174-26.0% | $7,493-98.3% | $188-31.4% |