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 & TRUST3 years Filed as: QUAD CITIES INVESTMENT GROUP LLC Service code 27 5177 UTICA RIDGE RD · DAVENPORT, IA 52807 | Advisory (Plan) | $23,211 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,750 |
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 | $41,453 | $58,879-29.6% | $178,490-76.8% | $73,488-43.6% |
| Participation rate | 99.3% | 66.2%+33.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 15.73% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,070 | $2,236-7.4% | $5,011-58.7% | $2,270-8.8% |
| Participant deferral / active EE | $2,838 | $2,567+10.6% | $5,202-45.4% | $3,740-24.1% |
| Admin fee / account holder | $114 | $400-71.5% | $13,984-99.2% | $513-77.8% |