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 SERVICES7+ years Service code 21 2321 KOCKS LANE · QUINCY, IL 623054005 | Bank Trustee | $7,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,542 | $58,347+55.2% | $85,682+5.7% | $86,799+4.3% |
| Participation rate | 98.0% | 64.9%+33.1pp | 69.9%+28.1pp | 72.3%+25.7pp |
| Annual return | 84.96% | 18.43%+66.5pp | 21.49%+63.5pp | 97.91%-12.9pp |
| Employer contribution / active EE | $1,237 | $1,751-29.3% | $2,618-52.7% | $2,405-48.6% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $11 | $147-92.6% | $6,873-99.8% | $170-93.6% |