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 BANK6 years Service code 21 · EIN 42-0443990 | Bank Trustee | $97,123 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,345 | $84,487+154.9% | $125,339+71.8% | $66,914+221.8% |
| Participation rate | 94.8% | 76.4%+18.4pp | 82.4%+12.5pp | 69.8%+25.0pp |
| Annual return | -15.90% | -8.39%-7.5pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $7,278 | $3,553+104.9% | $4,814+51.2% | $2,544+186.1% |
| Participant deferral / active EE | $10,392 | $6,781+53.2% | $7,446+39.6% | $4,237+145.3% |
| Admin fee / account holder | $692 | $685+1.0% | $10,010-93.1% | $593+16.6% |