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) | $41,777 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Participant loan processing; Claims p... | $8,832 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $5,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,070 | $82,202-30.6% | $125,339-54.5% | $64,808-11.9% |
| Participation rate | 97.9% | 77.9%+20.0pp | 82.4%+15.5pp | 71.5%+26.4pp |
| Annual return | -11.20% | 3.48%-14.7pp | 572.05%-583.3pp | 32.82%-44.0pp |
| Employer contribution / active EE | $6,910 | $3,615+91.1% | $4,814+43.5% | $2,506+175.7% |
| Participant deferral / active EE | $14,701 | $7,175+104.9% | $7,446+97.4% | $4,310+241.1% |
| Admin fee / account holder | $147 | $163-10.1% | $10,010-98.5% | $188-21.8% |