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 COMPANY1 year Service code 15 · EIN 42-0127385 | Recordkeeping | $59,604 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,552 | $89,652+210.7% | $141,162+97.3% | $65,185+327.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.55% | 32.79%-11.2pp | 71.39%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $28,499 | $3,065+829.9% | $4,735+501.9% | $2,177+1209.3% |
| Participant deferral / active EE | $9,268 | $5,691+62.9% | $6,709+38.1% | $3,514+163.8% |
| Admin fee / account holder | $411 | $569-27.7% | $10,261-96.0% | $847-51.5% |