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 7-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 Service code 21 · EIN 36-3681493 | Bank Trustee | $34,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,084 | $100,801+63.8% | $149,696+10.3% | $73,409+124.9% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.5%+14.5pp | 72.2%+24.8pp |
| Annual return | 23.30% | 265.34%-242.0pp | 276.60%-253.3pp | 59.29%-36.0pp |
| Employer contribution / active EE | $14,803 | $3,312+347.0% | $4,644+218.7% | $2,234+562.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $112 | $181-38.0% | $9,309-98.8% | $158-29.0% |