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 |
|---|---|---|
BANKERS TRUST COMPANY2 years Service code 15 · EIN 42-0127385 | Recordkeeping | $27,789 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,297 | $50,637-38.2% | $86,590-63.9% | $62,292-49.8% |
| Participation rate | 92.4% | 67.9%+24.5pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 18.25% | 20.80%-2.5pp | 964.84%-946.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,287 | $2,075-38.0% | $2,839-54.7% | $2,042-37.0% |
| Participant deferral / active EE | $3,716 | $2,611+42.3% | $3,609+3.0% | $3,169+17.3% |
| Admin fee / account holder | $176 | $413-57.4% | $4,906-96.4% | $479-63.3% |