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 BANK & TRUST2+ years Service code 26 · EIN 46-6085363 | Advisory (Participants) | $9,682 |
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 | $40,999 | $58,828-30.3% | $77,999-47.4% | $62,891-34.8% |
| Participation rate | 91.1% | 71.1%+20.1pp | 75.5%+15.6pp | 69.3%+21.8pp |
| Annual return | 8.90% | 17.16%-8.3pp | 425.96%-417.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,212 | $1,672-27.5% | $2,470-50.9% | $2,281-46.9% |
| Participant deferral / active EE | $2,642 | $2,686-1.6% | $3,497-24.4% | $3,203-17.5% |
| Admin fee / account holder | $111 | $4,393-97.5% | $5,480-98.0% | $4,296-97.4% |