See peer percentile detail with Solo.
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 |
|---|---|---|
Filed as: CARLSON RETIREMENT PLAN SERVICES Service code 15 1700 WEST 82ND ST., SUITE 150 · BLOOMINGTON, MN 55431 | Recordkeeping | $16,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,965 | $82,917-89.2% | $103,333-91.3% | $77,643-88.5% |
| Participation rate | 65.1% | 71.6%-6.5pp | 74.5%-9.4pp | 70.6%-5.5pp |
| Annual return | 17.24% | 19.13%-1.9pp | 24.88%-7.6pp | 31.24%-14.0pp |
| Employer contribution / active EE | $415 | $3,552-88.3% | $3,868-89.3% | $2,726-84.8% |
| Participant deferral / active EE | $2,512 | $4,108-38.9% | $5,057-50.3% | $4,647-46.0% |
| Admin fee / account holder | $83 | $638-87.0% | $8,355-99.0% | $430-80.8% |