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 & TRUST4 years Service code 15 · EIN 46-6085363 | Recordkeeping | $46,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,045 | $50,956-50.8% | $96,562-74.1% | $86,799-71.1% |
| Participation rate | 99.0% | 65.2%+33.7pp | 69.8%+29.2pp | 72.3%+26.7pp |
| Annual return | 16.65% | 21.27%-4.6pp | 37.78%-21.1pp | 97.91%-81.3pp |
| Employer contribution / active EE | $1,007 | $1,111-9.4% | $2,356-57.3% | $2,405-58.1% |
| Participant deferral / active EE | $2,110 | $2,954-28.6% | $3,849-45.2% | $4,131-48.9% |
| Admin fee / account holder | $40 | $166-75.9% | $6,181-99.4% | $170-76.4% |