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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $35,026 |
Service code 16 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Consulting | $5,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,719 | $79,944+23.5% | $98,439+0.3% | $75,163+31.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 19.30% | 19.75%-0.4pp | 21.16%-1.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,846 | $2,264-18.5% | $3,048-39.4% | $2,670-30.9% |
| Participant deferral / active EE | $3,988 | $3,752+6.3% | $4,738-15.8% | $4,125-3.3% |
| Admin fee / account holder | $403 | $6,840-94.1% | $8,948-95.5% | $5,651-92.9% |