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 |
|---|---|---|
FIELD OLSON8 years Service code 55 HORIZON AGENCY · EDEN PRAIRIE, MN 55344 | Other Commissions | $62,952 |
Service code 13 · EIN 41-0955056 7365 KIRKWOOD COURT N · MAPLE GROVE, MN 55369 | Contract Administrator | $32,001 |
ABDO, EICK & MEYERS, LLP4 years Filed as: ABDO, LLP Service code 10 PO BOX 3166 · MANKATO, MN 56001 | Accounting | $27,000 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $12,720 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS. CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,439 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS. CO NY Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,202 |
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 | $101,916 | $29,546+244.9% | $56,441+80.6% | $77,671+31.2% |
| Participation rate | 74.0% | 32.7%+41.3pp | 52.5%+21.5pp | 70.6%+3.4pp |
| Annual return | 14.25% | 19.01%-4.8pp | 1704.21%-1690.0pp | 31.21%-17.0pp |
| Employer contribution / active EE | $2,861 | $568+403.5% | $1,039+175.3% | $2,726+4.9% |
| Participant deferral / active EE | $5,069 | $1,061+377.9% | $1,953+159.6% | $4,648+9.1% |
| Admin fee / account holder | $405 | $1,046-61.2% | $2,829-85.7% | $430-5.8% |