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 10-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 |
|---|---|---|
ALPINE TRUST & ASSET MANAGEMENT1+ years Service code 21 · EIN 84-0788527 | Bank Trustee | $28,377 |
Participant 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 | $125,160 | $68,413+82.9% | $123,104+1.7% | $55,191+126.8% |
| Participation rate | 96.1% | 84.5%+11.6pp | 86.8%+9.4pp | 69.2%+27.0pp |
| Annual return | 12.81% | 6.30%+6.5pp | 13.22%-0.4pp | 10.78%+2.0pp |
| Employer contribution / active EE | $4,313 | $3,050+41.4% | $5,151-16.3% | $1,899+127.2% |
| Participant deferral / active EE | $2,067 | $4,490-54.0% | $6,230-66.8% | $3,046-32.1% |
| Admin fee / account holder | $43 | $88-51.0% | $9,015-99.5% | $91-52.6% |