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 GROUP8+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $76,250 |
Filed as: REINHART Service code 29 · EIN 39-1126909 | Legal | $48,608 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $45,680 |
EASTERN IOWA FRINGE BENEFITS9+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $36,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,795 | $88,480+33.1% | $96,683+21.8% | $80,160+46.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 15.73% | 22.53%-6.8pp | 35.69%-20.0pp | 40.38%-24.7pp |
| Employer contribution / active EE | $5,256 | $4,176+25.9% | $3,737+40.7% | $2,978+76.5% |
| Participant deferral / active EE | $3,727 | $3,959-5.9% | $4,878-23.6% | $5,017-25.7% |
| Admin fee / account holder | $185 | $212-12.8% | $6,730-97.3% | $145+27.4% |