Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,346 |
FIRST MERCHANTS TRUST CO3 years Filed as: FIRST MERCHANTS BANK Service code 99 · EIN 35-0508403 | Other Fees | $7,658 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,047 | $59,402-56.2% | $93,654-72.2% | $74,546-65.1% |
| Participation rate | 92.9% | 59.7%+33.2pp | 68.7%+24.2pp | 67.2%+25.7pp |
| Annual return | 7.48% | 81.86%-74.4pp | 133.34%-125.9pp | 1366.03%-1358.6pp |
| Employer contribution / active EE | $296 | $1,265-76.6% | $2,421-87.8% | $2,624-88.7% |
| Participant deferral / active EE | $2,249 | $3,049-26.2% | $4,413-49.0% | $4,347-48.3% |
| Admin fee / account holder | $87 | $3,023-97.1% | $8,282-98.9% | $1,944-95.5% |