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 |
|---|---|---|
CITY STATE BANK2 years Service code 21 · EIN 42-0443990 | Bank Trustee | $81,724 |
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 | $169,506 | $73,102+131.9% | $123,544+37.2% | $56,287+201.1% |
| Participation rate | 91.6% | 74.3%+17.3pp | 82.3%+9.3pp | 69.9%+21.7pp |
| Annual return | -6.83% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $6,596 | $2,977+121.6% | $4,628+42.5% | $2,111+212.5% |
| Participant deferral / active EE | $8,659 | $5,423+59.7% | $6,426+34.8% | $3,350+158.5% |
| Admin fee / account holder | $573 | $554+3.4% | $9,284-93.8% | $521+9.9% |