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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $99,795 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $26,460 |
ANNETTE PARKER1 year Filed as: ANNETTE STANTON Service code 16 1200 UNIVERSITY AVE · DES MOINES, IA 50314 | Consulting | $14,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,641 | $50,815-27.9% | $155,509-76.4% | $77,643-52.8% |
| Participation rate | 92.1% | 63.1%+29.0pp | 78.2%+13.9pp | 70.6%+21.5pp |
| Annual return | 15.06% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,073 | $1,993+4.0% | $4,672-55.6% | $2,726-23.9% |
| Participant deferral / active EE | $3,922 | $2,822+39.0% | $5,626-30.3% | $4,647-15.6% |
| Admin fee / account holder | $277 | $437-36.6% | $15,912-98.3% | $430-35.7% |