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 27 · EIN 36-3681493 | Advisory (Plan) | $16,975 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $93,699 | $78,275+19.7% | $109,143-14.2% | $86,799+7.9% |
| Participation rate | 97.6% | 73.8%+23.7pp | 75.9%+21.7pp | 72.3%+25.3pp |
| Annual return | 1.20% | 19.14%-17.9pp | 25.75%-24.5pp | 97.91%-96.7pp |
| Employer contribution / active EE | $5,456 | $3,105+75.7% | $3,722+46.6% | $2,405+126.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $30 | $198-84.9% | $6,752-99.6% | $170-82.3% |