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) | $46,078 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $9,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,416 | $100,923+12.4% | $150,045-24.4% | $74,304+52.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 20.76% | 51.77%-31.0pp | 62.55%-41.8pp | 29.43%-8.7pp |
| Employer contribution / active EE | $8,560 | $3,463+147.2% | $4,693+82.4% | $2,241+281.9% |
| Participant deferral / active EE | $19,725 | $6,709+194.0% | $7,997+146.7% | $3,767+423.6% |
| Admin fee / account holder | $295 | $2,767-89.3% | $13,435-97.8% | $2,969-90.1% |