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 15 · EIN 46-6085363 | Recordkeeping | $38,736 |
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 | $45,717 | $46,423-1.5% | $75,886-39.8% | $67,579-32.4% |
| Participation rate | 91.2% | 63.1%+28.1pp | 69.3%+21.9pp | 71.3%+19.9pp |
| Annual return | 20.48% | 32.29%-11.8pp | 30.76%-10.3pp | 378.56%-358.1pp |
| Employer contribution / active EE | $2,140 | $1,406+52.1% | $2,500-14.4% | $2,148-0.4% |
| Participant deferral / active EE | $2,599 | $2,564+1.3% | $3,603-27.9% | $3,539-26.6% |
| Admin fee / account holder | $109 | $132-17.0% | $5,418-98.0% | $142-23.1% |