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 Filed as: GREATBANC TRUST Service code 28 · EIN 36-3681493 | Investment Management | $15,067 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,283 | $76,670+343.8% | $96,683+252.0% | $71,457+376.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 25.24% | 48.29%-23.1pp | 35.69%-10.5pp | 28.85%-3.6pp |
| Employer contribution / active EE | $16,299 | $3,031+437.7% | $3,737+336.2% | $2,588+529.9% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $90 | $2,028-95.6% | $6,730-98.7% | $1,587-94.3% |