See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 19 · EIN 23-1945930 | Securities Custodian | $48,779 |
INVESTMENT CONSULTING GROUP2 years Service code 28 5117 JERSEY RIDGE ROAD, SUITE 1 · DAVENPORT, IA 52807 | Investment Management | $30,000 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, CPA'S, LLC Service code 10 · EIN 84-2885766 | Accounting | $22,610 |
QUAD CITY BANK & TRUST2 years Filed as: QUAD CITY BANK AND TRUST Service code 19 · EIN 42-1410409 | Securities Custodian | $10,800 |
MCCARTHY CALLAS & FEENEY PC6+ years Filed as: MCCARTHY CALLAS & FEENEY Service code 29 · EIN 36-4184033 | Legal | $8,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,952 | $91,517+151.3% | $101,248+127.1% | $73,409+213.2% |
| Participation rate | 98.3% | 73.8%+24.5pp | 75.8%+22.5pp | 72.2%+26.2pp |
| Annual return | 14.07% | 17.17%-3.1pp | 46.47%-32.4pp | 59.29%-45.2pp |
| Employer contribution / active EE | $10,514 | $2,877+265.5% | $3,660+187.3% | $2,234+370.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $224 | $216+3.7% | $5,945-96.2% | $158+41.7% |