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 BANK6+ years Service code 21 241 EAST DEERPATH ROAD · LAKE FOREST, IL 60045 | Bank Trustee | $96,361 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,858 | $79,519+131.2% | $95,952+91.6% | $73,409+150.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 7.75% | 19.20%-11.4pp | 91.61%-83.9pp | 59.29%-51.5pp |
| Employer contribution / active EE | $2,383 | $2,048+16.4% | $2,541-6.2% | $2,234+6.7% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $219 | $184+18.8% | $6,795-96.8% | $158+38.7% |