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 |
|---|---|---|
COMMUNITY BANK AND TRUST1+ years Service code 21 · EIN 39-1900211 422 COMMERCIAL STREET · WATERLOO, IA 50704 | Bank Trustee | $41,768 |
EKON BENEFITS1+ years Service code 15 4940 WASHINGTON BLVD · ST LOUIS, MO 63108 | Recordkeeping | $4,832 |
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 | $26,391 | $37,117-28.9% | $147,614-82.1% | $55,191-52.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -0.32% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,705 | $1,620+5.2% | $5,564-69.4% | $1,899-10.2% |
| Participant deferral / active EE | $1,835 | $1,985-7.6% | $4,895-62.5% | $3,046-39.7% |
| Admin fee / account holder | $116 | $86+35.2% | $11,611-99.0% | $91+27.5% |