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 & TRUST2 years Service code 15 · EIN 46-6085363 | Recordkeeping | $43,596 |
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 | $18,237 | $40,174-54.6% | $84,015-78.3% | $67,579-73.0% |
| Participation rate | 98.5% | 62.7%+35.8pp | 69.0%+29.5pp | 71.3%+27.2pp |
| Annual return | 23.14% | 25.82%-2.7pp | 71.31%-48.2pp | 378.56%-355.4pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,645 | $2,301-28.5% | $3,239-49.2% | $3,539-53.5% |
| Admin fee / account holder | $40 | $128-69.1% | $6,101-99.3% | $142-72.1% |