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 26 · EIN 46-6085363 | Advisory (Participants) | $15,707 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,763 | $52,884-30.5% | $84,750-56.6% | $55,167-33.4% |
| Participation rate | 90.9% | 67.5%+23.4pp | 76.6%+14.3pp | 69.0%+21.9pp |
| Annual return | 6.70% | 18.03%-11.3pp | 22.78%-16.1pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,781 | $2,233+24.5% | $3,574-22.2% | $1,963+41.7% |
| Participant deferral / active EE | $4,029 | $2,644+52.4% | $3,712+8.6% | $3,054+31.9% |
| Admin fee / account holder | $128 | $581-78.0% | $5,332-97.6% | $504-74.7% |