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 & TRUST1 year Service code 15 · EIN 46-6085363 | Recordkeeping | $39,297 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,203 | $35,485-57.2% | $74,550-79.6% | $55,725-72.7% |
| Participation rate | 98.7% | 62.5%+36.2pp | 69.1%+29.6pp | 70.9%+27.9pp |
| Annual return | -5.74% | 0.72%-6.5pp | 32.53%-38.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $506 | $777-34.9% | $1,961-74.2% | $2,078-75.7% |
| Participant deferral / active EE | $1,592 | $2,181-27.0% | $3,108-48.8% | $3,356-52.6% |
| Admin fee / account holder | $38 | $114-67.0% | $5,060-99.3% | $115-67.3% |