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) | $24,779 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,164 | $61,272-42.6% | $149,673-76.5% | $71,457-50.8% |
| Participation rate | 84.2% | 62.5%+21.7pp | 78.8%+5.4pp | 67.9%+16.3pp |
| Annual return | 17.19% | 35.85%-18.7pp | 134.42%-117.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,886 | $2,378-20.7% | $4,818-60.8% | $2,588-27.1% |
| Participant deferral / active EE | $3,157 | $2,917+8.2% | $5,680-44.4% | $4,289-26.4% |
| Admin fee / account holder | $105 | $1,261-91.7% | $13,210-99.2% | $1,587-93.4% |