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 & TRUST5 years Service code 15 · EIN 46-6085363 | Recordkeeping | $44,979 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,183 | $44,764+12.1% | $68,791-27.1% | $64,808-22.6% |
| Participation rate | 94.2% | 64.8%+29.4pp | 69.0%+25.2pp | 71.5%+22.7pp |
| Annual return | -15.69% | -10.91%-4.8pp | -6.38%-9.3pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,830 | $1,775+59.4% | $2,655+6.6% | $2,506+13.0% |
| Participant deferral / active EE | $3,188 | $3,238-1.5% | $3,941-19.1% | $4,310-26.0% |
| Admin fee / account holder | $130 | $151-13.8% | $4,932-97.4% | $188-30.6% |