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 |
|---|---|---|
BENEFIT TRUST COMPANY7+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $43,958 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $322,994 | $111,491+189.7% | $189,513+70.4% | $86,799+272.1% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.8%+10.3pp | 72.3%+25.8pp |
| Annual return | 11.33% | 83.50%-72.2pp | 555.15%-543.8pp | 97.91%-86.6pp |
| Employer contribution / active EE | $4,149 | $3,951+5.0% | $6,162-32.7% | $2,405+72.5% |
| Participant deferral / active EE | $15,331 | $6,437+138.2% | $8,221+86.5% | $4,131+271.1% |
| Admin fee / account holder | $8 | $189-95.7% | $12,045-99.9% | $170-95.3% |