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 BANK1+ years Service code 21 · EIN 36-2040807 2801 W. JEFFERSON ST. · JOLIET, IL 60435 | Bank Trustee | $10,540 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,262 | $46,745+24.6% | $60,547-3.8% | $52,331+11.3% |
| Participation rate | 87.7% | 58.6%+29.1pp | 68.0%+19.7pp | 68.1%+19.6pp |
| Annual return | 1.72% | 0.61%+1.1pp | 335.64%-333.9pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,929 | $1,259+53.2% | $2,419-20.3% | $1,882+2.5% |
| Participant deferral / active EE | $4,327 | $2,145+101.7% | $3,328+30.0% | $3,022+43.2% |
| Admin fee / account holder | $78 | $537-85.5% | $4,536-98.3% | $592-86.8% |