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 10-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 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FARFIELD, IA 52556 | Advisory (Participants) | $12,039 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,009 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,306 | $49,451-50.8% | $79,550-69.4% | $66,914-63.7% |
| Participation rate | 99.1% | 61.3%+37.8pp | 69.5%+29.7pp | 69.8%+29.3pp |
| Annual return | -14.01% | 84.25%-98.3pp | 0.16%-14.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $4,332 | $1,266+242.3% | $2,413+79.5% | $2,544+70.3% |
| Participant deferral / active EE | $3,042 | $3,159-3.7% | $3,985-23.7% | $4,237-28.2% |
| Admin fee / account holder | $156 | $595-73.8% | $6,832-97.7% | $593-73.7% |