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 & TRUST6 years Service code 15 · EIN 46-6085363 | Recordkeeping | $32,033 |
EIDE BAILLY LLP7 years Service code 10 · EIN 45-0250958 | Accounting | $15,960 |
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 | $28,663 | $50,815-43.6% | $155,509-81.6% | $77,643-63.1% |
| Participation rate | 43.3% | 63.1%-19.8pp | 78.2%-34.9pp | 70.6%-27.2pp |
| Annual return | 12.47% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $506 | $1,993-74.6% | $4,672-89.2% | $2,726-81.4% |
| Participant deferral / active EE | $1,205 | $2,822-57.3% | $5,626-78.6% | $4,647-74.1% |
| Admin fee / account holder | $163 | $437-62.7% | $15,912-99.0% | $430-62.2% |