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 BANK10+ years Service code 21 · EIN 42-0443990 | Bank Trustee | $64,316 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,750 |
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 | $91,899 | $88,083+4.3% | $164,813-44.2% | $74,495+23.4% |
| Participation rate | 74.6% | 73.0%+1.5pp | 78.6%-4.0pp | 67.2%+7.4pp |
| Annual return | 14.15% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,297 | $2,593-50.0% | $4,341-70.1% | $2,623-50.6% |
| Participant deferral / active EE | $5,992 | $4,498+33.2% | $6,031-0.6% | $4,346+37.9% |
| Admin fee / account holder | $353 | $2,234-84.2% | $12,690-97.2% | $1,942-81.8% |