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 |
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 | $109,659-69.0% | $62,929-46.1% | $103,975-67.4% |
| Participation rate | 94.7% | 71.6%+23.1pp | 73.1%+21.6pp | 72.5%+22.2pp |
| Annual return | 13.13% | 15.88%-2.7pp | 1063.93%-1050.8pp | 19.41%-6.3pp |
| Employer contribution / active EE | $952 | $3,440-72.3% | $2,505-62.0% | $3,722-74.4% |
| Participant deferral / active EE | $2,645 | $4,009-34.0% | $3,888-32.0% | $5,343-50.5% |
| Admin fee / account holder | $82 | $130-37.4% | $5,065-98.4% | $332-75.4% |