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 MIDWEST BANK2+ years Service code 21 · EIN 36-2040807 2801 W. JEFFERSON STREET · JOLIET, IL 60435 | Bank Trustee | $32,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $81,836 | $74,089+10.5% | $133,980-38.9% | $55,167+48.3% |
| Participation rate | 69.9% | 84.3%-14.4pp | 87.1%-17.2pp | 69.0%+0.9pp |
| Annual return | 7.60% | 12.11%-4.5pp | 29.30%-21.7pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,139 | $3,064-62.8% | $5,211-78.1% | $1,963-42.0% |
| Participant deferral / active EE | $3,313 | $4,678-29.2% | $6,282-47.3% | $3,054+8.5% |
| Admin fee / account holder | $316 | $458-31.0% | $9,324-96.6% | $504-37.3% |