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 COMPANY2 years Service code 15 · EIN 42-0127385 | Recordkeeping | $90,191 |
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 | $274,058 | $99,957+174.2% | $149,696+83.1% | $73,488+272.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 14.09% | 53.87%-39.8pp | 276.60%-262.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $16,604 | $3,191+420.3% | $4,644+257.5% | $2,270+631.4% |
| Participant deferral / active EE | $11,218 | $6,073+84.7% | $6,842+64.0% | $3,740+200.0% |
| Admin fee / account holder | $589 | $551+7.0% | $9,309-93.7% | $513+14.9% |