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 BANK6 years Service code 21 · EIN 37-0259550 | Bank Trustee | $33,233 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,093 | $57,651-16.6% | $112,229-57.1% | $71,457-32.7% |
| Participation rate | 92.0% | 58.9%+33.0pp | 72.4%+19.5pp | 67.9%+24.0pp |
| Annual return | 18.57% | 18.32%+0.2pp | 30.20%-11.6pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,966 | $1,913+55.0% | $3,430-13.5% | $2,588+14.6% |
| Participant deferral / active EE | $3,536 | $2,863+23.5% | $4,798-26.3% | $4,289-17.6% |
| Admin fee / account holder | $233 | $1,581-85.2% | $7,748-97.0% | $1,587-85.3% |