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 9-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 |
|---|---|---|
FIRST BANKERS TRUST SERVICES3 years Service code 21 · EIN 20-1171923 | Bank Trustee | $20,000 |
COMSTOCK ADVISORS3 years Service code 34 · EIN 34-1823071 | Direct payment from the plan; Valuati... | $12,613 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $10,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,889 | $42,548-48.6% | $74,550-70.6% | $56,287-61.1% |
| Participation rate | 93.3% | 60.5%+32.8pp | 69.1%+24.1pp | 69.9%+23.4pp |
| Annual return | 16.97% | 12.40%+4.6pp | 32.53%-15.6pp | -9.96%+26.9pp |
| Employer contribution / active EE | $375 | $855-56.1% | $1,961-80.9% | $2,111-82.2% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $304 | $467-34.9% | $5,060-94.0% | $521-41.6% |