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 COMPANY4 years Service code 15 · EIN 42-0127385 | Recordkeeping | $58,730 |
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 | $99,075 | $50,175+97.5% | $99,443-0.4% | $65,185+52.0% |
| Participation rate | 95.6% | 68.4%+27.2pp | 73.8%+21.8pp | 70.2%+25.4pp |
| Annual return | 22.50% | 25.36%-2.9pp | 30.72%-8.2pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,400 | $1,496-6.4% | $2,540-44.9% | $2,177-35.7% |
| Participant deferral / active EE | $5,926 | $2,748+115.7% | $3,619+63.8% | $3,514+68.7% |
| Admin fee / account holder | $229 | $398-42.3% | $6,250-96.3% | $847-72.9% |