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) | $59,756 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Participant loan processing; Claims p... | $23,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,550 | $95,274-13.4% | $135,903-39.3% | $74,419+10.9% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 26.75% | 32.77%-6.0pp | 68.23%-41.5pp | 34.38%-7.6pp |
| Employer contribution / active EE | $8,104 | $3,874+109.2% | $4,856+66.9% | $2,637+207.3% |
| Participant deferral / active EE | $18,003 | $7,782+131.3% | $7,758+132.1% | $4,528+297.6% |
| Admin fee / account holder | $201 | $266-24.5% | $10,762-98.1% | $348-42.2% |