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 COMPANY8 years Service code 15 · EIN 42-0127385 | Recordkeeping | $76,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,323 | $49,808+159.6% | $95,745+35.1% | $74,419+73.8% |
| Participation rate | 91.4% | 66.6%+24.8pp | 72.3%+19.1pp | 70.7%+20.6pp |
| Annual return | 17.74% | 24.91%-7.2pp | 28.35%-10.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,893 | $1,639+15.5% | $2,835-33.2% | $2,637-28.2% |
| Participant deferral / active EE | $7,978 | $3,739+113.4% | $4,245+88.0% | $4,528+76.2% |
| Admin fee / account holder | $282 | $311-9.2% | $5,678-95.0% | $348-18.8% |