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) | $44,577 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $11,392 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,312 | $77,899+213.6% | $149,673+63.2% | $75,163+225.0% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.4pp | 67.2%+27.9pp |
| Annual return | 14.27% | 31.72%-17.5pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $10,264 | $3,137+227.1% | $4,818+113.0% | $2,670+284.4% |
| Participant deferral / active EE | $2,200 | $3,411-35.5% | $5,680-61.3% | $4,125-46.7% |
| Admin fee / account holder | $475 | $5,956-92.0% | $13,210-96.4% | $5,651-91.6% |