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 COMPANY7 years Service code 15 · EIN 42-0127385 | Recordkeeping | $42,977 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,703 | $51,197-16.6% | $82,719-48.4% | $66,914-36.2% |
| Participation rate | 72.5% | 67.8%+4.7pp | 72.6%0pp | 69.8%+2.7pp |
| Annual return | -48.80% | -9.64%-39.2pp | 701.18%-750.0pp | 1.58%-50.4pp |
| Employer contribution / active EE | $1,155 | $2,611-55.8% | $3,009-61.6% | $2,544-54.6% |
| Participant deferral / active EE | $3,311 | $3,458-4.3% | $4,395-24.7% | $4,237-21.9% |
| Admin fee / account holder | $311 | $416-25.1% | $5,329-94.2% | $593-47.5% |