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 9-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) | $85,015 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-1945930 | Participant loan processing; Direct p... | $29,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,513 | $119,446-37.6% | $150,045-50.3% | $85,563-12.9% |
| Participation rate | 92.6% | 75.4%+17.1pp | 82.3%+10.2pp | 66.0%+26.6pp |
| Annual return | 19.00% | 23.72%-4.7pp | 62.55%-43.6pp | 31.51%-12.5pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $17,113 | $7,985+114.3% | $7,997+114.0% | $4,375+291.1% |
| Admin fee / account holder | $144 | $548-73.7% | $13,435-98.9% | $834-82.7% |