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 COMPANY11+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $15,991 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $615 |
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 | $390,924 | $131,799+196.6% | $200,582+94.9% | $85,563+356.9% |
| Participation rate | 92.7% | 87.9%+4.8pp | 86.9%+5.8pp | 66.0%+26.8pp |
| Annual return | 13.72% | 21.59%-7.9pp | 42.33%-28.6pp | 31.51%-17.8pp |
| Employer contribution / active EE | $4,257 | $4,532-6.1% | $6,419-33.7% | $2,654+60.4% |
| Participant deferral / active EE | $17,599 | $7,702+128.5% | $9,331+88.6% | $4,375+302.2% |
| Admin fee / account holder | $1 | $235-99.4% | $16,305-100.0% | $834-99.8% |