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 BANK6+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $39,786 |
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 | $110,005 | $69,362+58.6% | $101,248+8.6% | $73,488+49.7% |
| Participation rate | 98.4% | 68.4%+30.0pp | 75.8%+22.6pp | 70.7%+27.7pp |
| Annual return | 15.24% | 18.46%-3.2pp | 46.47%-31.2pp | 28.51%-13.3pp |
| Employer contribution / active EE | $5,515 | $2,628+109.8% | $3,660+50.7% | $2,270+142.9% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $246 | $704-65.1% | $5,945-95.9% | $513-52.1% |