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 BANK4+ years Service code 21 · EIN 36-2040807 2801 W. JEFFERSON ST. · JOLIET, IL 60435 | Bank Trustee | $26,342 |
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 | $72,217 | $42,396+70.3% | $67,313+7.3% | $56,287+28.3% |
| Participation rate | 87.1% | 61.0%+26.1pp | 69.1%+18.0pp | 69.9%+17.3pp |
| Annual return | -2.89% | -36.63%+33.7pp | -4.08%+1.2pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,159 | $1,414+52.7% | $2,566-15.8% | $2,111+2.3% |
| Participant deferral / active EE | $4,321 | $2,360+83.1% | $3,568+21.1% | $3,350+29.0% |
| Admin fee / account holder | $227 | $510-55.4% | $4,507-95.0% | $521-56.4% |