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 |
|---|---|---|
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $51,849 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $4,865 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,044 | $61,156+380.8% | $185,823+58.2% | $79,386+270.4% |
| Participation rate | 99.0% | 66.6%+32.4pp | 81.7%+17.3pp | 70.7%+28.3pp |
| Annual return | 12.67% | 19.45%-6.8pp | 122.05%-109.4pp | 116.85%-104.2pp |
| Employer contribution / active EE | $10,142 | $2,321+337.1% | $5,167+96.3% | $2,427+317.8% |
| Participant deferral / active EE | $1,897 | $2,789-32.0% | $5,568-65.9% | $4,046-53.1% |
| Admin fee / account holder | $426 | $710-39.9% | $16,237-97.4% | $626-31.9% |