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 |
|---|---|---|
Filed as: REINHART BOERNER VAN DEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $78,110 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $57,250 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $56,595 |
EASTERN IOWA FRINGE BENEFITS5+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $27,000 |
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 | $95,953 | $66,601+44.1% | $92,893+3.3% | $67,579+42.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 18.15% | 92.58%-74.4pp | 109.41%-91.3pp | 378.56%-360.4pp |
| Employer contribution / active EE | $4,011 | $2,775+44.5% | $3,653+9.8% | $2,148+86.8% |
| Participant deferral / active EE | $2,838 | $3,157-10.1% | $4,236-33.0% | $3,539-19.8% |
| Admin fee / account holder | $221 | $199+11.0% | $5,794-96.2% | $142+55.2% |