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 BANK8 years Service code 21 · EIN 37-0259550 | Bank Trustee | $40,786 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,117 |
CHARLES SCHWAB & CO., INC.3 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 | $60,680 | $68,914-11.9% | $136,749-55.6% | $74,304-18.3% |
| Participation rate | 87.7% | 51.3%+36.4pp | 72.1%+15.6pp | 60.3%+27.4pp |
| Annual return | 15.79% | 16.34%-0.6pp | 24.33%-8.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,892 | $1,561+85.2% | $3,400-14.9% | $2,241+29.0% |
| Participant deferral / active EE | $3,435 | $2,541+35.2% | $4,692-26.8% | $3,767-8.8% |
| Admin fee / account holder | $269 | $3,149-91.4% | $11,386-97.6% | $2,969-90.9% |