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 BANK7+ years Service code 51 · EIN 36-2040807 | Investment Mgmt Fees | $45,295 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,863 | $77,660+35.0% | $109,143-3.9% | $79,386+32.1% |
| Participation rate | 61.2% | 67.8%-6.6pp | 75.9%-14.7pp | 70.7%-9.5pp |
| Annual return | 12.29% | 23.44%-11.1pp | 25.75%-13.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,152 | $2,797-58.8% | $3,722-69.1% | $2,427-52.6% |
| Participant deferral / active EE | $2,787 | $3,518-20.8% | $4,653-40.1% | $4,046-31.1% |
| Admin fee / account holder | $295 | $732-59.7% | $6,752-95.6% | $626-52.9% |