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 BANK2+ years Service code 21 · EIN 68-0301626 | Bank Trustee | $37,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,953 | $66,124-50.2% | $90,404-63.5% | $73,488-55.2% |
| Participation rate | 49.0% | 69.7%-20.7pp | 72.7%-23.7pp | 70.7%-21.7pp |
| Annual return | 13.64% | 17.65%-4.0pp | 1293.02%-1279.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $551 | $2,346-76.5% | $3,262-83.1% | $2,270-75.7% |
| Participant deferral / active EE | $1,855 | $3,039-39.0% | $3,963-53.2% | $3,740-50.4% |
| Admin fee / account holder | $311 | $396-21.5% | $5,611-94.5% | $513-39.4% |