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 BANK7 years Service code 21 · EIN 37-0259550 | Bank Trustee | $37,419 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,296 |
CHARLES SCHWAB & CO., INC.2 years 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 | $50,239 | $62,327-19.4% | $120,354-58.3% | $74,495-32.6% |
| Participation rate | 85.4% | 56.8%+28.6pp | 71.9%+13.5pp | 67.2%+18.2pp |
| Annual return | 13.90% | 18.61%-4.7pp | 107.15%-93.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,930 | $1,843+59.0% | $3,463-15.4% | $2,623+11.7% |
| Participant deferral / active EE | $3,482 | $2,893+20.4% | $4,991-30.2% | $4,346-19.9% |
| Admin fee / account holder | $245 | $2,396-89.8% | $9,423-97.4% | $1,942-87.4% |