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 COMPANY9 years Service code 15 · EIN 42-0127385 | Recordkeeping | $91,444 |
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 | $152,151 | $58,926+158.2% | $97,226+56.5% | $74,495+104.2% |
| Participation rate | 93.8% | 63.5%+30.3pp | 72.7%+21.1pp | 67.2%+26.6pp |
| Annual return | 14.20% | 16.04%-1.8pp | 75.13%-60.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,607 | $1,894+37.6% | $2,729-4.5% | $2,623-0.6% |
| Participant deferral / active EE | $8,317 | $3,664+127.0% | $4,264+95.1% | $4,346+91.4% |
| Admin fee / account holder | $344 | $1,974-82.6% | $5,654-93.9% | $1,942-82.3% |