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 7-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 COMPANY1 year Filed as: TI TRUST, INC. Service code 21 · EIN 20-1171923 | Bank Trustee | $34,201 |
PENDO ADVISORS2+ years Filed as: PENDO ADVISORS, INC. Service code 34 200 S. WACKER DRIVE, SUITE 3100 · CHICAGO, IL 60606 | Valuation (appraisals, etc.) | $15,986 |
SES ADVISORS, INC.1 year Filed as: SES ESOP PLAN SERVICES Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $7,580 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,475 | $86,332-46.2% | $125,175-62.9% | $65,185-28.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 16.22% | 27.43%-11.2pp | 43.79%-27.6pp | 29.38%-13.2pp |
| Employer contribution / active EE | $987 | $2,040-51.6% | $3,865-74.5% | $2,177-54.7% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $205 | $609-66.4% | $9,702-97.9% | $847-75.8% |