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 |
|---|---|---|
TRUE TYPE PRINTING CO, INC.5+ years Filed as: TRUE NORTH COMPANIES Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $14,988 |
MCCARTHY CALLAS & FEENEY PC5+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $8,663 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W LAKE ST, SUITE 3W · CHICAGO, IL 60661 | Accounting | $8,500 |
INVESTMENT CONSULTING GROUP5+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,000 |
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 | $70,522 | $81,719-13.7% | $101,248-30.3% | $90,288-21.9% |
| Participation rate | 99.3% | 80.7%+18.5pp | 75.8%+23.5pp | 73.4%+25.9pp |
| Annual return | -11.23% | 337.64%-348.9pp | 46.47%-57.7pp | 53.97%-65.2pp |
| Employer contribution / active EE | $5,532 | $3,622+52.7% | $3,660+51.2% | $2,524+119.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $51 | $162-68.6% | $5,945-99.1% | $114-55.5% |