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 CO11+ years Service code 21 200 E JACKSON ST · MUNCIE, IN 47305 | Bank Trustee | $53,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,967 | $85,515-13.5% | $112,040-34.0% | $67,986+8.8% |
| Participation rate | 87.4% | 68.2%+19.2pp | 76.5%+10.9pp | 57.2%+30.2pp |
| Annual return | 15.50% | 29.68%-14.2pp | 24.52%-9.0pp | 31.67%-16.2pp |
| Employer contribution / active EE | $1,592 | $2,191-27.4% | $2,954-46.1% | $2,019-21.2% |
| Participant deferral / active EE | $4,397 | $4,014+9.5% | $5,098-13.8% | $3,358+30.9% |
| Admin fee / account holder | $379 | $3,774-90.0% | $12,098-96.9% | $3,203-88.2% |