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 COMPANY6+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $32,480 |
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 | $81,352 | $54,573+49.1% | $90,951-10.6% | $73,488+10.7% |
| Participation rate | 58.3% | 61.2%-2.9pp | 69.0%-10.7pp | 70.7%-12.4pp |
| Annual return | 15.68% | 16.69%-1.0pp | 134.60%-118.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $369 | $991-62.7% | $2,122-82.6% | $2,270-83.7% |
| Participant deferral / active EE | $2,292 | $2,517-9.0% | $3,373-32.1% | $3,740-38.7% |
| Admin fee / account holder | $230 | $521-55.8% | $5,959-96.1% | $513-55.1% |