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 MERCHANTS TRUST CO3+ years Service code 15 200 E JACKSON ST · MUNCIE, IN 47305 | Recordkeeping | $14,616 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,441 | $55,453-74.0% | $170,442-91.5% | $62,292-76.8% |
| Participation rate | 86.9% | 66.4%+20.6pp | 83.6%+3.3pp | 69.5%+17.4pp |
| Annual return | 14.02% | 21.38%-7.4pp | 205.93%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $626 | $2,164-71.1% | $5,433-88.5% | $2,042-69.4% |
| Participant deferral / active EE | $677 | $2,303-70.6% | $4,939-86.3% | $3,169-78.6% |
| Admin fee / account holder | $60 | $455-86.9% | $13,880-99.6% | $479-87.5% |