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 Service code 28 · EIN 35-1076581 | Investment Management | $16,348 |
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 | $475,777 | $80,724+489.4% | $103,333+360.4% | $74,495+538.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 43.11% | 27.56%+15.5pp | 24.88%+18.2pp | 1364.94%-1321.8pp |
| Employer contribution / active EE | $6,653 | $3,157+110.7% | $3,868+72.0% | $2,623+153.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $96 | $2,368-95.9% | $8,355-98.8% | $1,942-95.0% |