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 COMPANY4 years Service code 15 · EIN 42-0127385 | Recordkeeping | $98,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,384 | $84,487+136.0% | $125,339+59.1% | $66,914+198.0% |
| Participation rate | 97.7% | 76.4%+21.3pp | 82.4%+15.3pp | 69.8%+27.9pp |
| Annual return | -16.87% | -8.39%-8.5pp | 572.05%-588.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $15,016 | $3,553+322.6% | $4,814+212.0% | $2,544+490.2% |
| Participant deferral / active EE | $11,091 | $6,781+63.5% | $7,446+48.9% | $4,237+161.8% |
| Admin fee / account holder | $452 | $685-34.1% | $10,010-95.5% | $593-23.9% |