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 & TRUST6 years Service code 15 · EIN 46-6085363 | Recordkeeping | $45,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,124 | $49,693+23.0% | $70,515-13.3% | $74,419-17.9% |
| Participation rate | 93.7% | 64.7%+29.1pp | 68.3%+25.4pp | 70.7%+23.0pp |
| Annual return | 18.52% | 21.22%-2.7pp | 32.77%-14.3pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,804 | $1,773+58.1% | $2,973-5.7% | $2,637+6.3% |
| Participant deferral / active EE | $3,106 | $3,376-8.0% | $4,567-32.0% | $4,528-31.4% |
| Admin fee / account holder | $134 | $316-57.5% | $6,412-97.9% | $348-61.4% |