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 |
|---|---|---|
GREATBANC TRUST COMPANY1 year Service code 21 · EIN 36-3681493 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Bank Trustee | $5,130 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,476 | $59,839-40.7% | $81,983-56.7% | $79,858-55.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 39.10% | 17.56%+21.5pp | 41.31%-2.2pp | 31.71%+7.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $76 | $4,287-98.2% | $5,664-98.7% | $5,306-98.6% |