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 9-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 COMPANY7+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $37,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,997 | $64,119-22.0% | $112,228-55.5% | $66,914-25.3% |
| Participation rate | 98.4% | 68.5%+29.9pp | 75.1%+23.3pp | 69.8%+28.6pp |
| Annual return | -15.67% | -13.81%-1.9pp | 27.45%-43.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,621 | $3,005-46.0% | $3,635-55.4% | $2,544-36.3% |
| Participant deferral / active EE | $2,942 | $3,693-20.3% | $4,728-37.8% | $4,237-30.6% |
| Admin fee / account holder | $234 | $625-62.5% | $6,410-96.3% | $593-60.5% |