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 BANK4+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $46,700 |
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 | $97,887 | $55,449+76.5% | $83,848+16.7% | $56,287+73.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 3.67% | -1.38%+5.0pp | 850.88%-847.2pp | -9.96%+13.6pp |
| Employer contribution / active EE | $4,981 | $2,430+104.9% | $3,631+37.2% | $2,111+136.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $281 | $656-57.1% | $5,478-94.9% | $521-46.0% |