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 |
|---|---|---|
QUAD CITY BANK & TRUST5 years Filed as: QUAD CITIES INVESTMENT GROUP LLC Service code 27 5177 UTICA RIDGE RD · DAVENPORT, IA 52807 | Advisory (Plan) | $27,811 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,340 | $65,061-45.7% | $143,757-75.4% | $66,914-47.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.05% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,103 | $2,361-10.9% | $4,951-57.5% | $2,544-17.3% |
| Participant deferral / active EE | $2,986 | $2,919+2.3% | $5,637-47.0% | $4,237-29.5% |
| Admin fee / account holder | $120 | $502-76.0% | $14,673-99.2% | $593-79.7% |