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 4-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 |
|---|---|---|
MIDLAND STATES BANK2+ years Service code 21 · EIN 37-0259550 | Bank Trustee | $78,721 |
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 | $110,550 | $44,642+147.6% | $91,220+21.2% | $66,914+65.2% |
| Participation rate | 96.7% | 64.9%+31.9pp | 73.2%+23.5pp | 69.8%+26.9pp |
| Annual return | -18.59% | -12.29%-6.3pp | 114.01%-132.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $3,536 | $1,706+107.2% | $2,850+24.1% | $2,544+39.0% |
| Participant deferral / active EE | $5,440 | $3,349+62.4% | $4,234+28.5% | $4,237+28.4% |
| Admin fee / account holder | $475 | $521-8.9% | $5,420-91.2% | $593-19.9% |