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 COMPANY6 years Service code 15 · EIN 42-0127385 | Recordkeeping | $57,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,185 | $63,745-11.9% | $98,442-42.9% | $79,386-29.2% |
| Participation rate | 79.3% | 69.9%+9.5pp | 73.3%+6.0pp | 70.7%+8.6pp |
| Annual return | 14.70% | 625.80%-611.1pp | 1492.73%-1478.0pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,667 | $2,557-34.8% | $2,960-43.7% | $2,427-31.3% |
| Participant deferral / active EE | $4,861 | $3,303+47.2% | $4,276+13.7% | $4,046+20.2% |
| Admin fee / account holder | $304 | $516-41.1% | $5,949-94.9% | $626-51.5% |