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 COMPANY8 years Service code 15 · EIN 42-0127385 | Recordkeeping | $36,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,112 | $58,264+3.2% | $86,612-30.6% | $71,457-15.9% |
| Participation rate | 57.0% | 65.0%-8.0pp | 71.7%-14.7pp | 67.9%-10.9pp |
| Annual return | 48.03% | 21.63%+26.4pp | 591.07%-543.0pp | 28.85%+19.2pp |
| Employer contribution / active EE | $827 | $2,574-67.9% | $3,022-72.6% | $2,588-68.0% |
| Participant deferral / active EE | $2,324 | $3,436-32.4% | $4,438-47.6% | $4,289-45.8% |
| Admin fee / account holder | $258 | $1,057-75.6% | $5,614-95.4% | $1,587-83.7% |