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 |
|---|---|---|
COUNTRY TRUST BANK1 year Filed as: COUNTRY CAPITAL MGMT CO. Service code 15 1711 GENERAL ELECTRIC RD · BLOOMINGTON, IL 61702 | Recordkeeping | $32,424 |
KAPTEIN DYKSTRA & COMPANY PC2 years Filed as: KAPTEIN, DYKSTRA & COMPANY, PC Service code 10 4095 CHICAGO DR. · GRANDVILLE, MI 49418 | Accounting | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,545 | $65,561-12.2% | $91,541-37.1% | $74,304-22.6% |
| Participation rate | 65.8% | 56.6%+9.2pp | 69.8%-3.9pp | 60.3%+5.5pp |
| Annual return | 12.87% | 17.68%-4.8pp | 20.50%-7.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,526 | $1,717-11.1% | $2,505-39.1% | $2,241-31.9% |
| Participant deferral / active EE | $2,490 | $2,918-14.7% | $4,008-37.9% | $3,767-33.9% |
| Admin fee / account holder | $216 | $3,333-93.5% | $6,956-96.9% | $2,969-92.7% |