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 |
|---|---|---|
TI TRUST SERVICES2 years Service code 21 · EIN 20-1171923 2900 NORTH 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $0 |
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 | $67,130 | $91,517-26.6% | $101,248-33.7% | $73,409-8.6% |
| Participation rate | 97.1% | 73.8%+23.3pp | 75.8%+21.3pp | 72.2%+24.9pp |
| Annual return | 0.43% | 17.17%-16.7pp | 46.47%-46.0pp | 59.29%-58.9pp |
| Employer contribution / active EE | $5,110 | $2,877+77.6% | $3,660+39.6% | $2,234+128.8% |
| Participant deferral / active EE | $2,404 | $3,338-28.0% | $4,370-45.0% | $3,805-36.8% |
| Admin fee / account holder | $93 | $216-57.1% | $5,945-98.4% | $158-41.4% |