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 COMPANY4+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $32,299 |
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 | $56,044 | $42,548+31.7% | $74,550-24.8% | $56,287-0.4% |
| Participation rate | 64.3% | 60.5%+3.8pp | 69.1%-4.9pp | 69.9%-5.6pp |
| Annual return | -5.12% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $326 | $855-61.8% | $1,961-83.4% | $2,111-84.5% |
| Participant deferral / active EE | $2,092 | $2,277-8.1% | $3,108-32.7% | $3,350-37.5% |
| Admin fee / account holder | $211 | $467-54.8% | $5,060-95.8% | $521-59.5% |