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 |
|---|---|---|
COUNTRY TRUST BANK1 year Filed as: COUNTRY CAPITAL MGMT CO. Service code 15 1711 GENERAL ELECTRIC RD · BLOOMINGTON, IL 61702 | Recordkeeping | $33,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,331 | $49,915+6.8% | $154,803-65.5% | $74,304-28.2% |
| Participation rate | 78.4% | 54.0%+24.4pp | 78.1%+0.3pp | 60.3%+18.0pp |
| Annual return | 21.59% | 34.06%-12.5pp | 58.88%-37.3pp | 29.43%-7.8pp |
| Employer contribution / active EE | $5,004 | $1,611+210.6% | $4,305+16.2% | $2,241+123.3% |
| Participant deferral / active EE | $4,243 | $2,255+88.2% | $5,540-23.4% | $3,767+12.6% |
| Admin fee / account holder | $208 | $2,189-90.5% | $14,329-98.6% | $2,969-93.0% |