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 |
|---|---|---|
MIDLAND STATES BANK3 years Service code 21 · EIN 37-0259550 | Bank Trustee | $28,945 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,321 | $59,328+16.8% | $118,925-41.7% | $73,488-5.7% |
| Participation rate | 76.1% | 62.3%+13.8pp | 75.4%+0.8pp | 70.7%+5.5pp |
| Annual return | 15.14% | 19.13%-4.0pp | 35.88%-20.7pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,674 | $1,803-7.2% | $3,263-48.7% | $2,270-26.3% |
| Participant deferral / active EE | $3,122 | $2,604+19.9% | $4,265-26.8% | $3,740-16.5% |
| Admin fee / account holder | $289 | $600-51.9% | $6,581-95.6% | $513-43.7% |