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 & TRUST4 years Service code 15 · EIN 46-6085363 | Recordkeeping | $51,512 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,966 | $58,347+16.5% | $85,682-20.7% | $86,799-21.7% |
| Participation rate | 96.7% | 64.9%+31.8pp | 69.9%+26.8pp | 72.3%+24.4pp |
| Annual return | 11.40% | 18.43%-7.0pp | 21.49%-10.1pp | 97.91%-86.5pp |
| Employer contribution / active EE | $2,809 | $1,751+60.5% | $2,618+7.3% | $2,405+16.8% |
| Participant deferral / active EE | $3,194 | $3,065+4.2% | $3,923-18.6% | $4,131-22.7% |
| Admin fee / account holder | $149 | $147+1.0% | $6,873-97.8% | $170-12.2% |