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 FINANCIAL Service code 50 1711 GENERAL ELECTRIC RD · BLOOMINGTON, IL 61702 | Direct Payment | $1,165,821 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $171,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,977 | $117,739-5.7% | $91,541+21.2% | $117,739-5.7% |
| Participation rate | 68.7% | 76.6%-7.9pp | 69.8%-1.0pp | 76.6%-7.9pp |
| Annual return | 7.86% | 17.29%-9.4pp | 20.50%-12.6pp | 17.29%-9.4pp |
| Employer contribution / active EE | $7,148 | $3,746+90.8% | $2,505+185.4% | $3,746+90.8% |
| Participant deferral / active EE | $2,844 | $6,128-53.6% | $4,008-29.0% | $6,128-53.6% |
| Admin fee / account holder | $242 | $112+116.4% | $6,956-96.5% | $112+116.4% |