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 & TRUST7 years Service code 15 · EIN 46-6085363 | Recordkeeping | $48,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,827 | $55,416+9.8% | $75,972-19.9% | $77,643-21.7% |
| Participation rate | 95.2% | 63.6%+31.7pp | 69.1%+26.2pp | 70.6%+24.7pp |
| Annual return | 12.00% | 17.07%-5.1pp | 359.55%-347.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,734 | $1,788+52.9% | $2,685+1.8% | $2,726+0.3% |
| Participant deferral / active EE | $3,039 | $3,447-11.8% | $4,255-28.6% | $4,647-34.6% |
| Admin fee / account holder | $136 | $414-67.1% | $6,467-97.9% | $430-68.3% |