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 | $15,309 |
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 | $49,874 | $59,186-15.7% | $76,768-35.0% | $56,287-11.4% |
| Participation rate | 96.7% | 75.2%+21.5pp | 77.0%+19.8pp | 69.9%+26.9pp |
| Annual return | -4.69% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,774 | $1,759+57.8% | $2,485+11.6% | $2,111+31.4% |
| Participant deferral / active EE | $4,553 | $3,255+39.9% | $3,852+18.2% | $3,350+35.9% |
| Admin fee / account holder | $104 | $489-78.7% | $6,675-98.4% | $521-80.0% |