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 |
|---|---|---|
BENEFIT TRUST COMPANY3+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $31,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,387 | $51,466+30.9% | $78,778-14.5% | $62,292+8.2% |
| Participation rate | 64.9% | 59.8%+5.1pp | 69.2%-4.3pp | 69.5%-4.6pp |
| Annual return | 15.44% | 19.96%-4.5pp | 35.62%-20.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $396 | $827-52.1% | $1,986-80.0% | $2,042-80.6% |
| Participant deferral / active EE | $2,467 | $2,147+14.9% | $2,958-16.6% | $3,169-22.2% |
| Admin fee / account holder | $214 | $489-56.3% | $5,134-95.8% | $479-55.4% |