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 BANK3+ years Service code 21 · EIN 37-0259550 | Bank Trustee | $95,948 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $12,067 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $130,571 | $51,315+154.4% | $95,745+36.4% | $71,457+82.7% |
| Participation rate | 95.3% | 63.0%+32.3pp | 72.3%+23.0pp | 67.9%+27.4pp |
| Annual return | 19.17% | 25.26%-6.1pp | 28.35%-9.2pp | 28.85%-9.7pp |
| Employer contribution / active EE | $5,029 | $1,819+176.5% | $2,835+77.4% | $2,588+94.3% |
| Participant deferral / active EE | $5,285 | $3,358+57.4% | $4,245+24.5% | $4,289+23.2% |
| Admin fee / account holder | $414 | $1,137-63.5% | $5,678-92.7% | $1,587-73.9% |