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 | $49,789 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,777 | $56,102-41.6% | $101,794-67.8% | $102,872-68.1% |
| Participation rate | 99.0% | 70.4%+28.7pp | 69.2%+29.8pp | 73.0%+26.0pp |
| Annual return | 17.75% | 14.06%+3.7pp | 30.53%-12.8pp | 19.06%-1.3pp |
| Employer contribution / active EE | $958 | $1,380-30.6% | $2,289-58.2% | $3,526-72.8% |
| Participant deferral / active EE | $2,227 | $2,801-20.5% | $4,084-45.5% | $5,535-59.8% |
| Admin fee / account holder | $41 | $262-84.4% | $8,777-99.5% | $292-86.0% |