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 COMPANY5 years Service code 15 · EIN 42-0127385 | Recordkeeping | $60,610 |
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 | $108,041 | $55,214+95.7% | $104,607+3.3% | $73,488+47.0% |
| Participation rate | 94.9% | 67.8%+27.1pp | 74.1%+20.8pp | 70.7%+24.2pp |
| Annual return | 13.38% | 24.79%-11.4pp | 340.46%-327.1pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,442 | $1,468-1.8% | $2,681-46.2% | $2,270-36.5% |
| Participant deferral / active EE | $6,163 | $2,925+110.7% | $3,740+64.8% | $3,740+64.8% |
| Admin fee / account holder | $231 | $424-45.4% | $6,473-96.4% | $513-54.9% |