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 64 · EIN 84-0467909 | Recordkeeping Fees | $49,326 |
Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $23,835 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,094 | $80,753+4.1% | $136,294-38.3% | $62,292+35.0% |
| Participation rate | 83.3% | 73.5%+9.8pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 16.49% | 35.83%-19.3pp | 5155.94%-5139.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,256 | $2,884-21.8% | $4,695-51.9% | $2,042+10.5% |
| Participant deferral / active EE | $7,911 | $5,164+53.2% | $6,247+26.6% | $3,169+149.6% |
| Admin fee / account holder | $384 | $525-26.8% | $9,243-95.8% | $479-19.8% |