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 & TRUST3 years Service code 15 · EIN 46-6085363 | Recordkeeping | $41,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,648 | $64,286-64.8% | $90,951-75.1% | $73,409-69.1% |
| Participation rate | 98.8% | 63.6%+35.2pp | 69.0%+29.8pp | 72.2%+26.6pp |
| Annual return | 19.93% | 21.45%-1.5pp | 134.60%-114.7pp | 59.29%-39.4pp |
| Employer contribution / active EE | $732 | $895-18.2% | $2,122-65.5% | $2,234-67.2% |
| Participant deferral / active EE | $1,876 | $2,453-23.5% | $3,373-44.4% | $3,805-50.7% |
| Admin fee / account holder | $39 | $287-86.4% | $5,959-99.3% | $158-75.2% |