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) | $29,576 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,898 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,500 | $55,415-34.1% | $155,509-76.5% | $74,495-51.0% |
| Participation rate | 90.3% | 61.9%+28.4pp | 78.2%+12.1pp | 67.2%+23.1pp |
| Annual return | 11.81% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,107 | $2,267-7.1% | $4,672-54.9% | $2,623-19.7% |
| Participant deferral / active EE | $3,479 | $2,836+22.7% | $5,626-38.2% | $4,346-19.9% |
| Admin fee / account holder | $96 | $1,738-94.5% | $15,912-99.4% | $1,942-95.1% |