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 |
|---|---|---|
FIRST MIDWEST BANK3+ years Service code 21 241 EAST DEERPATH ROAD · LAKE FOREST, IL 60045 | Bank Trustee | $95,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,086 | $69,305+165.6% | $82,313+123.6% | $69,631+164.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 28.43% | 21.47%+7.0pp | 25.88%+2.6pp | 27571.02%-27542.6pp |
| Employer contribution / active EE | $7,937 | $1,887+320.7% | $2,428+226.8% | $2,032+290.5% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $257 | $97+164.6% | $5,608-95.4% | $110+132.9% |