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 COMPANY9 years Service code 15 · EIN 42-0127385 | Recordkeeping | $50,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,316 | $60,323+6.6% | $81,812-21.4% | $74,495-13.7% |
| Participation rate | 61.2% | 62.9%-1.6pp | 72.3%-11.1pp | 67.2%-6.0pp |
| Annual return | 12.26% | 16.90%-4.6pp | 773.79%-761.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,146 | $2,620-56.3% | $2,912-60.7% | $2,623-56.3% |
| Participant deferral / active EE | $3,193 | $3,387-5.7% | $4,319-26.1% | $4,346-26.5% |
| Admin fee / account holder | $356 | $1,486-76.1% | $7,386-95.2% | $1,942-81.7% |