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 6-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 |
|---|---|---|
EXCHANGE BANK1+ years Service code 21 · EIN 68-0301626 | Bank Trustee | $16,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,008 | $51,620-47.7% | $90,281-70.1% | $65,185-58.6% |
| Participation rate | 66.7% | 68.6%-2.0pp | 73.3%-6.6pp | 70.2%-3.5pp |
| Annual return | 5.01% | 24.94%-19.9pp | 78.10%-73.1pp | 29.38%-24.4pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,001 | $2,871-65.1% | $3,885-74.2% | $3,514-71.5% |
| Admin fee / account holder | $139 | $384-63.8% | $5,351-97.4% | $847-83.6% |