See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $12,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,673 | $88,634-55.2% | $101,326-60.8% | $74,304-46.6% |
| Participation rate | 69.8% | 76.9%-7.0pp | 81.5%-11.7pp | 60.3%+9.5pp |
| Annual return | 21.74% | 33.10%-11.4pp | 36.82%-15.1pp | 29.43%-7.7pp |
| Employer contribution / active EE | $2,306 | $2,930-21.3% | $3,665-37.1% | $2,241+2.9% |
| Participant deferral / active EE | $4,420 | $7,322-39.6% | $7,994-44.7% | $3,767+17.3% |
| Admin fee / account holder | $78 | $2,425-96.8% | $11,185-99.3% | $2,969-97.4% |