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 COMPANY4 years Service code 21 · EIN 36-3681493 | Bank Trustee | $30,000 |
Annual investment return 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 | $212,269 | $95,274+122.8% | $135,903+56.2% | $74,419+185.2% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.2pp |
| Annual return | 10.72% | 32.77%-22.1pp | 68.23%-57.5pp | 34.38%-23.7pp |
| Employer contribution / active EE | $15,625 | $3,874+303.3% | $4,856+221.8% | $2,637+492.4% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $95 | $266-64.5% | $10,762-99.1% | $348-72.8% |