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 |
|---|---|---|
HILLS BANK AND TRUST COMPANY3 years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $50,310 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,567 | $101,317-19.5% | $146,958-44.5% | $74,495+9.5% |
| Participation rate | 78.0% | 75.5%+2.4pp | 82.2%-4.2pp | 67.2%+10.8pp |
| Annual return | 16.14% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,527 | $3,810-33.7% | $4,933-48.8% | $2,623-3.6% |
| Participant deferral / active EE | $5,510 | $7,303-24.6% | $8,070-31.7% | $4,346+26.8% |
| Admin fee / account holder | $384 | $1,739-77.9% | $12,998-97.0% | $1,942-80.2% |