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 7-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 |
|---|---|---|
Service code 11 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Actuarial | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $337,745-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 12.4%-12.4pp |
| Annual return | 12.18% | 9.35%+2.8pp | 9.57%+2.6pp | 9.89%+2.3pp |
| Employer contribution / active EE | $18,984 | $10,293+84.4% | $39,758-52.3% | $14,313+32.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $45-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $352,588-100.0% | $9,084-100.0% |