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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,847 |
QUAD CITY BANK & TRUST1 year Filed as: QUAD-CITIES INVESTMENT GROUP, LLC Service code 27 · EIN 27-2935760 | Advisory (Plan) | $13,026 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,837 | $49,915+3.9% | $154,803-66.5% | $74,304-30.2% |
| Participation rate | 77.8% | 54.0%+23.8pp | 78.1%-0.3pp | 60.3%+17.4pp |
| Annual return | 19.83% | 34.06%-14.2pp | 58.88%-39.1pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,980 | $1,611+22.9% | $4,305-54.0% | $2,241-11.7% |
| Participant deferral / active EE | $2,828 | $2,255+25.4% | $5,540-49.0% | $3,767-24.9% |
| Admin fee / account holder | $266 | $2,189-87.9% | $14,329-98.1% | $2,969-91.1% |