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 |
|---|---|---|
HILLS BANK AND TRUST COMPANY2+ years Filed as: HILLS BANK & TRUST COMPANY Service code 19 · EIN 42-0310580 | Securities Custodian | $32,956 |
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 | $65,048 | $76,552-15.0% | $123,892-47.5% | $62,891+3.4% |
| Participation rate | 95.9% | 73.0%+22.9pp | 81.4%+14.5pp | 69.3%+26.6pp |
| Annual return | 7.27% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,567 | $2,883-45.6% | $4,617-66.1% | $2,281-31.3% |
| Participant deferral / active EE | $2,480 | $4,840-48.8% | $5,984-58.6% | $3,203-22.6% |
| Admin fee / account holder | $287 | $4,826-94.1% | $8,357-96.6% | $4,296-93.3% |