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 7-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 |
|---|---|---|
TRUE NORTH INSURANCE & FINANCIAL1 year Service code 26 500 1ST STREET SE · CEDAR RAPIDS, IA 52401 | Advisory (Participants) | $13,248 |
PCS RETIREMENT, LLC1 year Service code 64 · EIN 99-2083891 | Recordkeeping Fees | $10,200 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP, LLC Service code 13 · EIN 42-1468222 | Contract Administrator | $7,533 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,165 | $66,098-61.9% | $101,794-75.3% | $74,304-66.1% |
| Participation rate | 94.0% | 53.8%+40.3pp | 69.2%+24.8pp | 60.3%+33.7pp |
| Annual return | 24.58% | 19.59%+5.0pp | 30.53%-5.9pp | 29.43%-4.9pp |
| Employer contribution / active EE | $2,382 | $1,082+120.2% | $2,289+4.1% | $2,241+6.3% |
| Participant deferral / active EE | $6,100 | $2,781+119.3% | $4,084+49.4% | $3,767+61.9% |
| Admin fee / account holder | $260 | $4,146-93.7% | $8,777-97.0% | $2,969-91.2% |