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 · EIN 36-2040807 2801 W. JEFFERSON ST. · JOLIET, IL 60435 | Bank Trustee | $15,198 |
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 | $53,421 | $46,297+15.4% | $71,671-25.5% | $62,292-14.2% |
| Participation rate | 97.3% | 60.6%+36.7pp | 68.7%+28.6pp | 69.5%+27.8pp |
| Annual return | 18.64% | 22.32%-3.7pp | 20.65%-2.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $2,094 | $1,412+48.3% | $2,460-14.9% | $2,042+2.6% |
| Participant deferral / active EE | $4,339 | $2,235+94.1% | $3,438+26.2% | $3,169+36.9% |
| Admin fee / account holder | $84 | $461-81.7% | $5,558-98.5% | $479-82.4% |