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 BANK & TRUST1 year Service code 15 · EIN 46-6085363 | Recordkeeping | $24,119 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $9,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,155 | $62,928-74.3% | $172,739-90.6% | $67,579-76.1% |
| Participation rate | 56.4% | 64.5%-8.1pp | 82.6%-26.2pp | 71.3%-14.9pp |
| Annual return | 20.34% | 30.36%-10.0pp | 802.84%-782.5pp | 378.56%-358.2pp |
| Employer contribution / active EE | $273 | $1,636-83.3% | $5,143-94.7% | $2,148-87.3% |
| Participant deferral / active EE | $601 | $2,145-72.0% | $5,198-88.4% | $3,539-83.0% |
| Admin fee / account holder | $102 | $167-38.9% | $13,954-99.3% | $142-28.4% |