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 CO1 year Filed as: FIRST MERCHANTS TRUST COMPANY Service code 15 200 E JACKSON STREET · MUNCIE, IN 47305 | Recordkeeping | $18,177 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,249 | $71,883-53.7% | $86,677-61.6% | $68,494-51.5% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.5pp | 67.9%+16.2pp |
| Annual return | -16.39% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $595 | $2,173-72.6% | $2,836-79.0% | $2,596-77.1% |
| Participant deferral / active EE | $1,709 | $3,779-54.8% | $4,656-63.3% | $4,027-57.6% |
| Admin fee / account holder | $185 | $6,112-97.0% | $7,493-97.5% | $5,403-96.6% |