See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST BANK & TRUST1 year Service code 15 · EIN 46-6085363 | Recordkeeping | $7,359 |
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 | $32,266 | $69,848-53.8% | $115,756-72.1% | $66,914-51.8% |
| Participation rate | 50.0% | 70.6%-20.6pp | 77.1%-27.1pp | 69.8%-19.8pp |
| Annual return | -17.86% | 969.66%-987.5pp | 143.14%-161.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,967 | $2,613-24.7% | $3,793-48.1% | $2,544-22.7% |
| Participant deferral / active EE | $3,990 | $4,274-6.6% | $6,254-36.2% | $4,237-5.8% |
| Admin fee / account holder | $92 | $337-72.7% | $8,124-98.9% | $593-84.5% |