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 Service code 29 · EIN 39-1126909 | Legal | $88,197 |
MEKETA INVESTMENT GROUP9+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $77,500 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $40,619 |
EASTERN IOWA FRINGE BENEFITS10+ 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 | $127,774 | $241,101-47.0% | $103,333+23.7% | $199,593-36.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.29% | 17.80%-5.5pp | 24.88%-12.6pp | 34.25%-22.0pp |
| Employer contribution / active EE | $5,850 | $4,244+37.8% | $3,868+51.2% | $3,034+92.8% |
| Participant deferral / active EE | $3,750 | $3,958-5.3% | $5,057-25.9% | $5,087-26.3% |
| Admin fee / account holder | $229 | $288-20.3% | $8,355-97.3% | $269-14.7% |