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 BANK3+ years Service code 21 · EIN 36-2040807 | Bank Trustee | $52,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,263 | $100,041-2.8% | $149,718-35.0% | $70,131+38.7% |
| Participation rate | 84.4% | 83.6%+0.9pp | 87.1%-2.6pp | 69.5%+14.9pp |
| Annual return | 13.40% | 27.43%-14.0pp | 1501.63%-1488.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,876 | $4,983-22.2% | $6,569-41.0% | $3,332+16.3% |
| Admin fee / account holder | $506 | $8,286-93.9% | $11,283-95.5% | $4,645-89.1% |