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 & TRUST10+ years Service code 15 · EIN 46-6085363 | Recordkeeping | $101,991 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,943 | $115,444-70.6% | $65,493-48.2% | $102,872-67.0% |
| Participation rate | 94.7% | 71.2%+23.5pp | 73.1%+21.6pp | 73.0%+21.7pp |
| Annual return | 13.13% | 15.94%-2.8pp | 982.45%-969.3pp | 19.06%-5.9pp |
| Employer contribution / active EE | $952 | $3,409-72.1% | $2,574-63.0% | $3,526-73.0% |
| Participant deferral / active EE | $2,645 | $4,118-35.8% | $3,961-33.2% | $5,535-52.2% |
| Admin fee / account holder | $82 | $123-33.6% | $5,028-98.4% | $292-72.1% |