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 |
|---|---|---|
HEFREN-TILLOTSON, INC.1 year Filed as: HEFREN-TILLOTSON, INC Service code 27 · EIN 25-1112140 | Advisory (Plan) | $29,862 |
METRO BENEFITS, INC.1 year Filed as: METRO BENEFITS, INC Service code 15 · EIN 25-1541083 | Recordkeeping | $10,772 |
MN LIFE INSURANCE COMPANY1 year Filed as: LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $150 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,654 | $63,114-19.7% | $92,893-45.5% | $65,185-22.3% |
| Participation rate | 94.0% | 68.8%+25.2pp | 76.0%+17.9pp | 70.2%+23.8pp |
| Annual return | 130.77% | 28.75%+102.0pp | 109.41%+21.4pp | 29.38%+101.4pp |
| Employer contribution / active EE | $1,955 | $2,571-24.0% | $3,653-46.5% | $2,177-10.2% |
| Participant deferral / active EE | $3,809 | $3,108+22.6% | $4,236-10.1% | $3,514+8.4% |
| Admin fee / account holder | $179 | $624-71.2% | $5,794-96.9% | $847-78.8% |