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 COMPANY6 years Service code 15 · EIN 42-0127385 | Recordkeeping | $74,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,242 | $60,488+108.7% | $109,895+14.9% | $79,386+59.0% |
| Participation rate | 97.0% | 67.0%+29.9pp | 74.2%+22.7pp | 70.7%+26.3pp |
| Annual return | 14.47% | 189.57%-175.1pp | 29.45%-15.0pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,618 | $1,649-1.9% | $2,842-43.1% | $2,427-33.3% |
| Participant deferral / active EE | $6,972 | $3,220+116.5% | $4,048+72.2% | $4,046+72.3% |
| Admin fee / account holder | $292 | $605-51.8% | $6,066-95.2% | $626-53.4% |