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 |
|---|---|---|
FIRST NATIONAL BANK IN SIOUX FALLS10+ years Service code 21 · EIN 46-0189380 | Bank Trustee | $15,238 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,187 | $129,021-51.8% | $184,203-66.2% | $77,643-19.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 6.95% | 33.27%-26.3pp | 28.81%-21.9pp | 31.24%-24.3pp |
| Employer contribution / active EE | $3,716 | $4,413-15.8% | $6,427-42.2% | $2,726+36.3% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $41 | $254-83.7% | $13,901-99.7% | $430-90.4% |