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 BANK7 years Service code 21 · EIN 42-0443990 | Bank Trustee | $70,856 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $12,588 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $237,598 | $91,407+159.9% | $135,903+74.8% | $71,457+232.5% |
| Participation rate | 93.0% | 75.7%+17.4pp | 81.9%+11.1pp | 67.9%+25.1pp |
| Annual return | 17.47% | 29.90%-12.4pp | 68.23%-50.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $8,291 | $3,703+123.9% | $4,856+70.7% | $2,588+220.4% |
| Participant deferral / active EE | $11,420 | $7,092+61.0% | $7,758+47.2% | $4,289+166.3% |
| Admin fee / account holder | $487 | $1,266-61.5% | $10,762-95.5% | $1,587-69.3% |