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) | $46,863 |
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 | $285,638 | $80,717+253.9% | $154,803+84.5% | $84,808+236.8% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.6pp | 68.3%+29.3pp |
| Annual return | 15.73% | 37.96%-22.2pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,873 | $2,761-32.2% | $4,305-56.5% | $2,631-28.8% |
| Participant deferral / active EE | $2,328 | $3,303-29.5% | $5,540-58.0% | $4,212-44.7% |
| Admin fee / account holder | $407 | $6,746-94.0% | $14,329-97.2% | $7,344-94.5% |