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 |
|---|---|---|
RJ LEE LLC3 years Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $16,193 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST STE 310 · CHICAGO, IL 60606 | Accounting | $9,500 |
MCCARTHY CALLAS & FEENEY PC8+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $5,824 |
INVESTMENT CONSULTING GROUP8+ 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 | $103,126 | $88,480+16.6% | $96,683+6.7% | $80,160+28.7% |
| Participation rate | 99.1% | 79.9%+19.2pp | 74.3%+24.8pp | 72.9%+26.2pp |
| Annual return | -4.44% | 22.53%-27.0pp | 35.69%-40.1pp | 40.38%-44.8pp |
| Employer contribution / active EE | $7,497 | $4,176+79.5% | $3,737+100.6% | $2,978+151.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $53 | $212-74.9% | $6,730-99.2% | $145-63.4% |