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 BANK3+ years Service code 21 · EIN 68-0301626 | Bank Trustee | $41,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $32,598 | $63,745-48.9% | $98,442-66.9% | $79,386-58.9% |
| Participation rate | 63.4% | 69.9%-6.4pp | 73.3%-9.9pp | 70.7%-7.3pp |
| Annual return | 13.23% | 625.80%-612.6pp | 1492.73%-1479.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,703 | $3,303-18.2% | $4,276-36.8% | $4,046-33.2% |
| Admin fee / account holder | $298 | $516-42.1% | $5,949-95.0% | $626-52.4% |