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 |
|---|---|---|
COMMERCE BANK1 year Service code 19 · EIN 48-0962626 | Securities Custodian | $441,702 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $205,934 |
FIRST BANKERS TRUST SERVICES3+ years Service code 21 · EIN 20-1171923 | Bank Trustee | $75,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $372,313 | $100,589+270.1% | $136,294+173.2% | $177,276+110.0% |
| Participation rate | 98.8% | 77.4%+21.4pp | 81.9%+16.9pp | 74.8%+24.0pp |
| Annual return | 18.43% | 39.18%-20.7pp | 5155.94%-5137.5pp | 21.25%-2.8pp |
| Employer contribution / active EE | $10,897 | $3,259+234.3% | $4,695+132.1% | $2,479+339.6% |
| Participant deferral / active EE | $0 | $5,830-100.0% | $6,247-100.0% | $3,881-100.0% |
| Admin fee / account holder | $110 | $55+100.8% | $9,243-98.8% | $154-28.7% |