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 COMPANY3 years Service code 15 · EIN 42-0127385 | Recordkeeping | $58,269 |
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 | $78,660 | $45,825+71.7% | $90,645-13.2% | $56,287+39.7% |
| Participation rate | 95.3% | 66.7%+28.6pp | 74.0%+21.3pp | 69.9%+25.5pp |
| Annual return | -6.89% | 38.64%-45.5pp | 1.88%-8.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,349 | $1,372-1.7% | $2,532-46.7% | $2,111-36.1% |
| Participant deferral / active EE | $5,682 | $2,562+121.7% | $3,425+65.9% | $3,350+69.6% |
| Admin fee / account holder | $229 | $413-44.6% | $4,994-95.4% | $521-56.1% |