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 27 8711 WINDSOR PKWY #4 · JOHNSTON, IA 50131 | Advisory (Plan) | $48,642 |
TIAA9+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 23 · EIN 13-1624203 | Insurance services | $1,784 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $790 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,782 | $65,557+40.0% | $64,056+43.3% | $71,457+28.4% |
| Participation rate | 71.8% | 73.2%-1.4pp | 72.3%-0.5pp | 67.9%+3.8pp |
| Annual return | 14.13% | 18.94%-4.8pp | 33.69%-19.6pp | 28.85%-14.7pp |
| Employer contribution / active EE | $905 | $2,669-66.1% | $2,747-67.1% | $2,588-65.0% |
| Participant deferral / active EE | $3,760 | $3,626+3.7% | $3,880-3.1% | $4,289-12.3% |
| Admin fee / account holder | $214 | $616-65.3% | $3,068-93.0% | $1,587-86.5% |