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 9-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 16 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Consulting | $20,435 |
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $10,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,585 | $60,323-62.6% | $81,812-72.4% | $74,495-69.7% |
| Participation rate | 64.8% | 62.9%+1.9pp | 72.3%-7.6pp | 67.2%-2.4pp |
| Annual return | 20.47% | 16.90%+3.6pp | 773.79%-753.3pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $2,392 | $2,620-8.7% | $2,912-17.9% | $2,623-8.8% |
| Participant deferral / active EE | $1,371 | $3,387-59.5% | $4,319-68.2% | $4,346-68.4% |
| Admin fee / account holder | $48 | $1,486-96.8% | $7,386-99.4% | $1,942-97.5% |