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 SERVICES8+ years Service code 21 · EIN 61-0717059 2321 KOCHS LANE · QUINCY, IL 623054005 | Bank Trustee | $5,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,757 | $44,764+118.4% | $68,791+42.1% | $64,808+50.8% |
| Participation rate | 96.5% | 64.8%+31.7pp | 69.0%+27.5pp | 71.5%+25.0pp |
| Annual return | 20.64% | -10.91%+31.5pp | -6.38%+27.0pp | 32.82%-12.2pp |
| Employer contribution / active EE | $1,810 | $1,775+1.9% | $2,655-31.8% | $2,506-27.8% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $8 | $151-94.5% | $4,932-99.8% | $188-95.5% |