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 COMPANY3 years Service code 21 · EIN 36-3681493 | Bank Trustee | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,533 | $82,202+143.9% | $125,339+60.0% | $64,808+209.4% |
| Participation rate | 98.9% | 77.9%+21.0pp | 82.4%+16.5pp | 71.5%+27.4pp |
| Annual return | 14.22% | 3.48%+10.7pp | 572.05%-557.8pp | 32.82%-18.6pp |
| Employer contribution / active EE | $16,544 | $3,615+357.6% | $4,814+243.7% | $2,506+560.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $100 | $163-38.5% | $10,010-99.0% | $188-46.5% |