See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY9+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $29,965 |
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 | $73,175 | $54,701+33.8% | $86,188-15.1% | $71,457+2.4% |
| Participation rate | 63.5% | 60.1%+3.4pp | 69.0%-5.4pp | 67.9%-4.4pp |
| Annual return | 15.32% | 20.06%-4.7pp | 1168.45%-1153.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $378 | $1,265-70.1% | $2,380-84.1% | $2,588-85.4% |
| Participant deferral / active EE | $2,481 | $3,108-20.2% | $3,985-37.8% | $4,289-42.2% |
| Admin fee / account holder | $238 | $1,922-87.6% | $6,852-96.5% | $1,587-85.0% |