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 | $87,870-15.8% | $113,168-34.6% | $74,304-0.5% |
| Participation rate | 87.4% | 70.7%+16.6pp | 76.6%+10.8pp | 60.3%+27.0pp |
| Annual return | 15.50% | 26.44%-10.9pp | 24.27%-8.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,592 | $2,277-30.1% | $2,975-46.5% | $2,241-29.0% |
| Participant deferral / active EE | $4,397 | $4,241+3.7% | $5,107-13.9% | $3,767+16.7% |
| Admin fee / account holder | $379 | $3,368-88.8% | $12,068-96.9% | $2,969-87.2% |