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 COMPANY5 years Service code 15 · EIN 42-0127385 | Recordkeeping | $45,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,276 | $66,124-36.1% | $90,404-53.2% | $73,488-42.5% |
| Participation rate | 90.6% | 69.7%+20.9pp | 72.7%+17.9pp | 70.7%+19.9pp |
| Annual return | 14.75% | 17.65%-2.9pp | 1293.02%-1278.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,406 | $2,346-40.1% | $3,262-56.9% | $2,270-38.1% |
| Participant deferral / active EE | $4,322 | $3,039+42.2% | $3,963+9.1% | $3,740+15.6% |
| Admin fee / account holder | $215 | $396-45.7% | $5,611-96.2% | $513-58.0% |