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 COMPANY2 years Filed as: GREATBANC Service code 28 · EIN 35-1076581 | Investment Management | $17,265 |
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 | $565,943 | $86,944+550.9% | $107,525+426.3% | $74,304+661.7% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 29.32% | 23.52%+5.8pp | 181.32%-152.0pp | 29.43%-0.1pp |
| Employer contribution / active EE | $6,075 | $2,757+120.4% | $3,754+61.8% | $2,241+171.1% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $97 | $3,727-97.4% | $8,919-98.9% | $2,969-96.7% |