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 GROUP7+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,500 |
Filed as: REINHART Service code 29 · EIN 39-1126909 | Legal | $52,548 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $44,658 |
EASTERN IOWA FRINGE BENEFITS8+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $33,000 |
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 | $104,213 | $76,774+35.7% | $112,228-7.1% | $77,904+33.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -11.43% | -10.25%-1.2pp | 27.45%-38.9pp | 12.21%-23.6pp |
| Employer contribution / active EE | $5,160 | $3,977+29.8% | $3,635+42.0% | $2,848+81.2% |
| Participant deferral / active EE | $3,564 | $3,778-5.7% | $4,728-24.6% | $4,806-25.8% |
| Admin fee / account holder | $187 | $239-21.7% | $6,410-97.1% | $133+41.2% |