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 |
|---|---|---|
EMPRISE BANK1+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $24,499 |
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 | $104,825 | $50,464+107.7% | $75,781+38.3% | $52,331+100.3% |
| Participation rate | 99.2% | 66.8%+32.4pp | 75.8%+23.4pp | 68.1%+31.1pp |
| Annual return | 22.72% | 1.03%+21.7pp | 9.68%+13.0pp | 4.54%+18.2pp |
| Employer contribution / active EE | $5,346 | $1,988+168.8% | $3,323+60.9% | $1,882+184.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $168 | $1,103-84.8% | $5,299-96.8% | $592-71.6% |