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 3-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 52 1776 PLEASANT PLAIN RD, · FAIRFIELD, IA 52556 | Indirect Investment Fees | $18,650 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,070 |
401K ADMINISTRATORS, INC2 years Filed as: 401K AMERICA, INC. Service code 15 14071 PEYTON DRIVE · CHINO HILLS, CA 91709 | Recordkeeping | $950 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,012 | $101,317-63.5% | $146,958-74.8% | $74,495-50.3% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.2%+14.1pp | 67.2%+29.1pp |
| Annual return | 16.34% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,577 | $3,810-6.1% | $4,933-27.5% | $2,623+36.4% |
| Participant deferral / active EE | $6,897 | $7,303-5.6% | $8,070-14.5% | $4,346+58.7% |
| Admin fee / account holder | $140 | $1,739-92.0% | $12,998-98.9% | $1,942-92.8% |