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 |
|---|---|---|
HILLS BANK AND TRUST COMPANY4+ years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $19,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,636 | $47,977-59.1% | $154,107-87.3% | $56,287-65.1% |
| Participation rate | 54.0% | 66.2%-12.1pp | 83.0%-29.0pp | 69.9%-15.8pp |
| Annual return | -3.52% | 3.54%-7.1pp | 735.12%-738.6pp | -9.96%+6.4pp |
| Employer contribution / active EE | $333 | $2,169-84.7% | $5,298-93.7% | $2,111-84.2% |
| Participant deferral / active EE | $1,163 | $2,392-51.4% | $5,081-77.1% | $3,350-65.3% |
| Admin fee / account holder | $168 | $438-61.7% | $13,411-98.7% | $521-67.8% |