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 |
|---|---|---|
EMPRISE BANK8+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $49,957 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,735 | $64,707+20.1% | $112,228-30.7% | $68,494+13.5% |
| Participation rate | 99.0% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.1pp |
| Annual return | -3.66% | -11.40%+7.7pp | 27.45%-31.1pp | -7.84%+4.2pp |
| Employer contribution / active EE | $7,256 | $2,746+164.2% | $3,635+99.6% | $2,596+179.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $305 | $5,232-94.2% | $6,410-95.2% | $5,403-94.4% |