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 8-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 |
|---|---|---|
BANKERS TRUST COMPANY1 year Service code 15 · EIN 42-0127385 | Recordkeeping | $8,110 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,198 | $86,897-45.7% | $151,611-68.9% | $64,808-27.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -15.49% | -3.57%-11.9pp | 3.33%-18.8pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,482 | $4,010-38.1% | $6,166-59.8% | $2,506-1.0% |
| Participant deferral / active EE | $3,848 | $6,690-42.5% | $8,363-54.0% | $4,310-10.7% |
| Admin fee / account holder | $21 | $153-86.0% | $11,616-99.8% | $188-88.6% |