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 BANK5 years Service code 21 · EIN 37-0259550 | Bank Trustee | $25,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,892 | $62,603-34.7% | $104,294-60.8% | $66,914-38.9% |
| Participation rate | 87.0% | 59.6%+27.4pp | 73.3%+13.7pp | 69.8%+17.2pp |
| Annual return | -16.70% | -14.70%-2.0pp | 24.61%-41.3pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,443 | $1,972-26.8% | $3,372-57.2% | $2,544-43.3% |
| Participant deferral / active EE | $3,125 | $2,853+9.5% | $4,625-32.4% | $4,237-26.2% |
| Admin fee / account holder | $228 | $656-65.3% | $7,339-96.9% | $593-61.6% |