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 BANK2+ years Service code 21 · EIN 36-2040807 2801 W. JEFFERSON ST. · JOLIET, IL 60435 | Bank Trustee | $6,585 |
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 | $59,380 | $44,425+33.7% | $67,834-12.5% | $55,167+7.6% |
| Participation rate | 87.4% | 59.7%+27.7pp | 68.8%+18.6pp | 69.0%+18.4pp |
| Annual return | 9.80% | 17.80%-8.0pp | 138.47%-128.7pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,927 | $1,351+42.6% | $2,403-19.8% | $1,963-1.8% |
| Participant deferral / active EE | $4,263 | $2,166+96.8% | $3,160+34.9% | $3,054+39.6% |
| Admin fee / account holder | $47 | $530-91.1% | $4,622-99.0% | $504-90.6% |