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 & TRUST6+ years Service code 15 · EIN 46-6085363 | Recordkeeping | $16,064 |
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 | $67,366 | $73,638-8.5% | $95,952-29.8% | $73,488-8.3% |
| Participation rate | 94.1% | 76.2%+18.0pp | 77.1%+17.0pp | 70.7%+23.4pp |
| Annual return | 32.57% | 16.78%+15.8pp | 91.61%-59.0pp | 28.51%+4.1pp |
| Employer contribution / active EE | $2,476 | $1,863+32.9% | $2,541-2.6% | $2,270+9.1% |
| Participant deferral / active EE | $4,200 | $3,617+16.1% | $4,167+0.8% | $3,740+12.3% |
| Admin fee / account holder | $85 | $482-82.4% | $6,795-98.7% | $513-83.4% |