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 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503922300 | Contract Administrator | $38,740 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,178 | $88,751-25.4% | $81,812-19.1% | $145,922-54.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.26% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $13,313 | $3,083+331.8% | $2,912+357.1% | $4,660+185.7% |
| Participant deferral / active EE | $21,103 | $4,643+354.5% | $4,319+388.7% | $6,688+215.6% |
| Admin fee / account holder | $349 | $8,415-95.9% | $7,386-95.3% | $13,397-97.4% |