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 | $52,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,460 | $50,982-57.9% | $154,803-86.1% | $85,563-74.9% |
| Participation rate | 94.7% | 59.8%+34.9pp | 78.1%+16.6pp | 66.0%+28.7pp |
| Annual return | 18.02% | 30.35%-12.3pp | 58.88%-40.9pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,774 | $1,708+3.9% | $4,305-58.8% | $2,654-33.1% |
| Participant deferral / active EE | $3,169 | $2,474+28.1% | $5,540-42.8% | $4,375-27.6% |
| Admin fee / account holder | $109 | $846-87.2% | $14,329-99.2% | $834-87.0% |