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 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $25,122 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,248 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,573 | $51,197-40.3% | $82,719-63.0% | $66,914-54.3% |
| Participation rate | 81.7% | 67.8%+13.9pp | 72.6%+9.1pp | 69.8%+11.9pp |
| Annual return | -14.08% | -9.64%-4.4pp | 701.18%-715.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,045 | $2,611-21.7% | $3,009-32.0% | $2,544-19.6% |
| Participant deferral / active EE | $3,248 | $3,458-6.1% | $4,395-26.1% | $4,237-23.3% |
| Admin fee / account holder | $106 | $416-74.4% | $5,329-98.0% | $593-82.1% |