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 COMPANY6+ years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $18,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,807 | $58,879-40.9% | $178,490-80.5% | $73,488-52.6% |
| Participation rate | 46.8% | 66.2%-19.4pp | 81.9%-35.1pp | 70.7%-23.9pp |
| Annual return | 18.14% | 24.86%-6.7pp | 151.07%-132.9pp | 28.51%-10.4pp |
| Employer contribution / active EE | $345 | $2,236-84.6% | $5,011-93.1% | $2,270-84.8% |
| Participant deferral / active EE | $1,177 | $2,567-54.2% | $5,202-77.4% | $3,740-68.5% |
| Admin fee / account holder | $211 | $400-47.3% | $13,984-98.5% | $513-58.9% |