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 | $88,087+4.3% | $164,866-44.3% | $74,546+23.3% |
| Participation rate | 74.6% | 73.1%+1.5pp | 78.6%-4.0pp | 67.2%+7.4pp |
| Annual return | 14.15% | 17.27%-3.1pp | 69.97%-55.8pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $1,297 | $2,595-50.0% | $4,343-70.1% | $2,624-50.6% |
| Participant deferral / active EE | $5,992 | $4,499+33.2% | $6,033-0.7% | $4,347+37.8% |
| Admin fee / account holder | $353 | $2,232-84.2% | $12,689-97.2% | $1,944-81.8% |