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 & TRUST3 years Service code 15 · EIN 46-6085363 | Recordkeeping | $29,959 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $10,011 |
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 | $22,518 | $56,485-60.1% | $185,823-87.9% | $86,799-74.1% |
| Participation rate | 59.1% | 65.5%-6.4pp | 81.7%-22.6pp | 72.3%-13.2pp |
| Annual return | 16.37% | 118.04%-101.7pp | 122.05%-105.7pp | 97.91%-81.5pp |
| Employer contribution / active EE | $356 | $1,843-80.7% | $5,167-93.1% | $2,405-85.2% |
| Participant deferral / active EE | $909 | $2,553-64.4% | $5,568-83.7% | $4,131-78.0% |
| Admin fee / account holder | $123 | $150-17.8% | $16,237-99.2% | $170-27.5% |