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) | $57,177 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Claims processing; Participant loan p... | $14,377 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,418 | $106,028+3.2% | $146,958-25.5% | $77,643+40.9% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 16.25% | 56.73%-40.5pp | 418.34%-402.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $9,311 | $4,063+129.2% | $4,933+88.8% | $2,726+241.6% |
| Participant deferral / active EE | $20,919 | $7,990+161.8% | $8,070+159.2% | $4,647+350.1% |
| Admin fee / account holder | $168 | $337-50.3% | $12,998-98.7% | $430-61.0% |