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 & TRUST2 years Service code 15 · EIN 46-6085363 | Recordkeeping | $25,440 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $10,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,252 | $52,293-65.1% | $178,490-89.8% | $73,409-75.1% |
| Participation rate | 59.5% | 65.3%-5.8pp | 81.9%-22.4pp | 72.2%-12.6pp |
| Annual return | 18.20% | 34.75%-16.5pp | 151.07%-132.9pp | 59.29%-41.1pp |
| Employer contribution / active EE | $301 | $1,735-82.6% | $5,011-94.0% | $2,234-86.5% |
| Participant deferral / active EE | $767 | $2,332-67.1% | $5,202-85.3% | $3,805-79.8% |
| Admin fee / account holder | $105 | $127-17.7% | $13,984-99.3% | $158-33.7% |