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 BANK3 years Service code 21 · EIN 42-0443990 | Bank Trustee | $85,527 |
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 | $196,505 | $89,652+119.2% | $141,162+39.2% | $65,185+201.5% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.4pp | 70.2%+23.7pp |
| Annual return | 23.05% | 32.79%-9.7pp | 71.39%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $7,009 | $3,065+128.7% | $4,735+48.0% | $2,177+222.0% |
| Participant deferral / active EE | $9,095 | $5,691+59.8% | $6,709+35.6% | $3,514+158.8% |
| Admin fee / account holder | $601 | $569+5.8% | $10,261-94.1% | $847-29.0% |