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 BANK2+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $30,685 |
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 | $106,217 | $52,884+100.8% | $84,750+25.3% | $55,167+92.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 11.42% | 18.03%-6.6pp | 22.78%-11.4pp | 169.23%-157.8pp |
| Employer contribution / active EE | $5,162 | $2,233+131.1% | $3,574+44.4% | $1,963+163.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $195 | $581-66.3% | $5,332-96.3% | $504-61.2% |