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 |
|---|---|---|
BENEFIT TRUST COMPANY4+ years Service code 19 · EIN 43-1971558 PO BOX 12768 · OVERLAND PARK, KS 66282 | Securities Custodian | $51,608 |
FIRST BANKERS TRUST SERVICES4+ years Service code 21 · EIN 20-1171923 PO BOX 4005 · QUINCY, IL 62305 | Bank Trustee | $26,000 |
JAY R HILL CPA PC4+ years Service code 34 · EIN 20-0194580 6124 S NATIONAL DRIVE · PARKVILLE, MO 64152 | Valuation (appraisals, etc.) | $7,925 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,639 | $66,302+56.3% | $110,238-6.0% | $56,287+84.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 7.63% | -1.18%+8.8pp | 314.74%-307.1pp | -9.96%+17.6pp |
| Employer contribution / active EE | $3,795 | $2,047+85.4% | $3,826-0.8% | $2,111+79.8% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |