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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $33,011 |
Service code 27 · EIN 02-0793956 2595 EAST 3300 SOUTH · SALT LAKE CITY, UT 84109 | Advisory (Plan) | $27,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,693 | $61,058-12.1% | $71,209-24.6% | $85,563-37.2% |
| Participation rate | 50.2% | 58.6%-8.4pp | 73.8%-23.6pp | 66.0%-15.8pp |
| Annual return | 14.21% | 100.41%-86.2pp | 282.51%-268.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $613 | $2,199-72.1% | $2,721-77.5% | $2,654-76.9% |
| Participant deferral / active EE | $1,673 | $3,173-47.3% | $4,175-59.9% | $4,375-61.8% |
| Admin fee / account holder | $335 | $855-60.8% | $5,349-93.7% | $834-59.8% |