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 |
|---|---|---|
MEKETA INVESTMENT GROUP6+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,500 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $45,984 |
Filed as: REINHART Service code 29 · EIN 39-1126909 | Legal | $36,676 |
EASTERN IOWA FRINGE BENEFITS7+ 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 | $122,829 | $78,275+56.9% | $109,143+12.5% | $86,799+41.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 15.92% | 19.14%-3.2pp | 25.75%-9.8pp | 97.91%-82.0pp |
| Employer contribution / active EE | $4,452 | $3,105+43.4% | $3,722+19.6% | $2,405+85.1% |
| Participant deferral / active EE | $3,333 | $3,641-8.5% | $4,653-28.4% | $4,131-19.3% |
| Admin fee / account holder | $167 | $198-15.7% | $6,752-97.5% | $170-1.3% |