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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $58,980 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 5465 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 502665318 | Investment Management | $15,863 |
DEWAAY CAPITAL MANAGEMENT2+ years Service code 26 8711 NORTHPARK COURT · JOHNSTON, IA 50131 | Advisory (Participants) | $14,245 |
Filed as: PRUDENTIAL Service code 28 2501 SE TONES DRIVE · ANKENY, IA 50021 | Investment Management | $9,347 |
Service code 26 788 MAIN STREET · DUBUQUE, IA 52001 | Advisory (Participants) | $8,477 |
BOYLE CAPITAL MANAGEMENT1 year Service code 26 1230 OFFICE PLAZA DRIVE · WEST DES MOINES, IA 50266 | Advisory (Participants) | $5,648 |
Filed as: PRINCIPAL SECURITIES Service code 53 711 HIGH STREET · DES MOINES, IA 503921140 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,336 | $36,916+114.9% | $156,549-49.3% | $57,658+37.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 9.59% | 12.38%-2.8pp | 32.23%-22.6pp | 5.13%+4.5pp |
| Employer contribution / active EE | $5,400 | $1,571+243.8% | $5,501-1.8% | $1,974+173.6% |
| Participant deferral / active EE | $3,538 | $1,926+83.8% | $4,871-27.4% | $3,061+15.6% |
| Admin fee / account holder | $191 | $82+131.5% | $13,027-98.5% | $95+102.0% |