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 COMPANY3 years Service code 15 · EIN 42-0127385 | Recordkeeping | $33,356 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,881 | $44,873-29.0% | $79,464-59.9% | $56,287-43.4% |
| Participation rate | 82.6% | 68.7%+13.9pp | 73.3%+9.3pp | 69.9%+12.8pp |
| Annual return | -8.50% | 0.81%-9.3pp | 718.14%-726.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $1,427 | $2,140-33.3% | $2,800-49.0% | $2,111-32.4% |
| Participant deferral / active EE | $4,177 | $2,746+52.1% | $3,704+12.8% | $3,350+24.7% |
| Admin fee / account holder | $201 | $418-52.0% | $5,113-96.1% | $521-61.4% |