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 15 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $142,201 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 510 MARQUETTE AVENUE SOUTH · MINNEAPOLIS, MN 55402 | Recordkeeping | $135,246 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,303 | $93,131-2.0% | $106,548-14.3% | $86,799+5.2% |
| Participation rate | 98.7% | 81.4%+17.3pp | 76.1%+22.6pp | 72.3%+26.4pp |
| Annual return | 11.56% | 19.45%-7.9pp | 26.80%-15.2pp | 97.91%-86.3pp |
| Employer contribution / active EE | $1,238 | $2,895-57.2% | $2,819-56.1% | $2,405-48.5% |
| Participant deferral / active EE | $3,621 | $4,708-23.1% | $4,398-17.7% | $4,131-12.3% |
| Admin fee / account holder | $272 | $145+87.5% | $7,407-96.3% | $170+60.4% |