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 COMPANY8+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $30,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,007 | $49,451+47.6% | $79,550-8.2% | $66,914+9.1% |
| Participation rate | 60.8% | 61.3%-0.5pp | 69.5%-8.7pp | 69.8%-9.0pp |
| Annual return | -16.07% | 84.25%-100.3pp | 0.16%-16.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $420 | $1,266-66.8% | $2,413-82.6% | $2,544-83.5% |
| Participant deferral / active EE | $2,786 | $3,159-11.8% | $3,985-30.1% | $4,237-34.3% |
| Admin fee / account holder | $278 | $595-53.3% | $6,832-95.9% | $593-53.2% |