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 |
|---|---|---|
FIRST BANKERS TRUST SERVICES5+ years Service code 21 2321 KOCKS LANE · QUINCY, IL 623054005 | Bank Trustee | $8,665 |
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 | $30,311 | $46,423-34.7% | $75,886-60.1% | $67,579-55.1% |
| Participation rate | 99.0% | 63.1%+36.0pp | 69.3%+29.8pp | 71.3%+27.8pp |
| Annual return | -27.34% | 32.29%-59.6pp | 30.76%-58.1pp | 378.56%-405.9pp |
| Employer contribution / active EE | $962 | $1,406-31.6% | $2,500-61.5% | $2,148-55.2% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $15 | $132-88.6% | $5,418-99.7% | $142-89.5% |