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 |
|---|---|---|
QUAD CITY BANK & TRUST2 years Filed as: QUAD CITIES INVESTMENT GROUP LLC Service code 27 5177 UTICA RIDGE RD · DAVENPORT, IA 52807 | Advisory (Plan) | $20,722 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,720 |
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 | $35,638 | $52,953-32.7% | $172,739-79.4% | $65,185-45.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.99% | 30.12%-6.1pp | 802.84%-778.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,800 | $2,190-17.8% | $5,143-65.0% | $2,177-17.3% |
| Participant deferral / active EE | $2,499 | $2,471+1.1% | $5,198-51.9% | $3,514-28.9% |
| Admin fee / account holder | $129 | $472-72.7% | $13,954-99.1% | $847-84.8% |