Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,178 | $88,710-25.4% | $81,783-19.1% | $145,959-54.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.26% | 1027.26%-1013.0pp | 775.05%-760.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $13,313 | $3,083+331.8% | $2,913+357.1% | $4,661+185.6% |
| Participant deferral / active EE | $21,103 | $4,645+354.3% | $4,320+388.5% | $6,689+215.5% |
| Admin fee / account holder | $349 | $8,407-95.8% | $7,380-95.3% | $13,398-97.4% |