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 COMPANY4 years Service code 15 · EIN 42-0127385 | Recordkeeping | $38,792 |
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 | $32,761 | $51,620-36.5% | $90,281-63.7% | $65,185-49.7% |
| Participation rate | 92.3% | 68.6%+23.7pp | 73.3%+19.1pp | 70.2%+22.1pp |
| Annual return | 27.20% | 24.94%+2.3pp | 78.10%-50.9pp | 29.38%-2.2pp |
| Employer contribution / active EE | $1,234 | $2,235-44.8% | $2,854-56.8% | $2,177-43.3% |
| Participant deferral / active EE | $3,679 | $2,871+28.2% | $3,885-5.3% | $3,514+4.7% |
| Admin fee / account holder | $170 | $384-55.7% | $5,351-96.8% | $847-79.9% |