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 & TRUST1 year Service code 15 · EIN 46-6085363 | Recordkeeping | $3,069 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,957 | $52,406-79.1% | $129,207-91.5% | $74,495-85.3% |
| Participation rate | 85.8% | 53.8%+32.0pp | 69.6%+16.2pp | 67.2%+18.6pp |
| Annual return | 17.85% | 15.66%+2.2pp | 9417.33%-9399.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $710 | $1,531-53.6% | $4,153-82.9% | $2,623-72.9% |
| Participant deferral / active EE | $1,543 | $2,794-44.8% | $4,168-63.0% | $4,346-64.5% |
| Admin fee / account holder | $21 | $2,633-99.2% | $7,715-99.7% | $1,942-98.9% |