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+ years Service code 26 · EIN 46-6085363 | Advisory (Participants) | $6,315 |
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 | $40,682 | $54,320-25.1% | $67,652-39.9% | $52,331-22.3% |
| Participation rate | 95.8% | 73.6%+22.2pp | 75.7%+20.1pp | 68.1%+27.7pp |
| Annual return | 3.77% | 6.81%-3.0pp | 6625.04%-6621.3pp | 4.54%-0.8pp |
| Employer contribution / active EE | $2,404 | $1,544+55.7% | $2,266+6.1% | $1,882+27.8% |
| Participant deferral / active EE | $3,923 | $2,950+33.0% | $3,560+10.2% | $3,022+29.8% |
| Admin fee / account holder | $50 | $527-90.6% | $4,821-99.0% | $592-91.6% |