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 |
|---|---|---|
Service code 19 · EIN 20-8764829 4300 EAST 53RD STREET · DAVENPORT, IA 52807 | Securities Custodian | $25,313 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,266 | $73,638-26.3% | $95,952-43.4% | $73,488-26.2% |
| Participation rate | 88.0% | 76.2%+11.9pp | 77.1%+11.0pp | 70.7%+17.4pp |
| Annual return | 9.06% | 16.78%-7.7pp | 91.61%-82.6pp | 28.51%-19.5pp |
| Employer contribution / active EE | $1,549 | $1,863-16.9% | $2,541-39.1% | $2,270-31.8% |
| Participant deferral / active EE | $2,762 | $3,617-23.6% | $4,167-33.7% | $3,740-26.1% |
| Admin fee / account holder | $23 | $482-95.3% | $6,795-99.7% | $513-95.6% |