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 |
|---|---|---|
FIRST BANKERS TRUST SERVICES1+ years Service code 21 · EIN 20-1171923 | Bank Trustee | $15,775 |
PRAIRIE CAPITAL ADVISORS1+ years Service code 27 OAKBROOK TERRACE TOWER · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $12,350 |
WIPFLI LLP1+ years Filed as: SMITH & GESTELAND, LLP Service code 10 · EIN 39-0857178 | Accounting | $8,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,634 | $52,681-30.5% | $75,781-51.7% | $59,632-38.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 18.46% | 2.95%+15.5pp | 9.68%+8.8pp | 2041.28%-2022.8pp |
| Employer contribution / active EE | $1,901 | $2,193-13.3% | $3,323-42.8% | $2,203-13.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $401 | $3,610-88.9% | $5,299-92.4% | $4,297-90.7% |