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 & TRUST8 years Service code 15 · EIN 46-6085363 | Recordkeeping | $54,566 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,843 | $57,831+10.4% | $82,389-22.5% | $85,563-25.4% |
| Participation rate | 96.1% | 55.0%+41.1pp | 69.5%+26.5pp | 66.0%+30.1pp |
| Annual return | 13.62% | 17.86%-4.2pp | 28.67%-15.1pp | 31.51%-17.9pp |
| Employer contribution / active EE | $2,872 | $1,643+74.8% | $2,517+14.1% | $2,654+8.2% |
| Participant deferral / active EE | $3,236 | $3,118+3.8% | $4,155-22.1% | $4,375-26.0% |
| Admin fee / account holder | $149 | $1,391-89.3% | $7,231-97.9% | $834-82.2% |