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 COMPANY7 years Service code 15 · EIN 42-0127385 | Recordkeeping | $72,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,640 | $44,642+143.4% | $91,220+19.1% | $66,914+62.4% |
| Participation rate | 94.6% | 64.9%+29.7pp | 73.2%+21.4pp | 69.8%+24.8pp |
| Annual return | -15.33% | -12.29%-3.0pp | 114.01%-129.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,886 | $1,706+10.5% | $2,850-33.8% | $2,544-25.9% |
| Participant deferral / active EE | $7,701 | $3,349+130.0% | $4,234+81.9% | $4,237+81.8% |
| Admin fee / account holder | $271 | $521-48.0% | $5,420-95.0% | $593-54.3% |