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 & TRUST4 years Service code 15 · EIN 46-6085363 | Recordkeeping | $26,635 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $12,250 |
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 | $22,422 | $46,292-51.6% | $143,757-84.4% | $64,808-65.4% |
| Participation rate | 49.1% | 64.2%-15.1pp | 80.3%-31.2pp | 71.5%-22.4pp |
| Annual return | -14.61% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.4pp |
| Employer contribution / active EE | $678 | $1,910-64.5% | $4,951-86.3% | $2,506-73.0% |
| Participant deferral / active EE | $932 | $2,646-64.8% | $5,637-83.5% | $4,310-78.4% |
| Admin fee / account holder | $141 | $154-8.0% | $14,673-99.0% | $188-24.7% |