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 |
|---|---|---|
Service code 13 · EIN 45-3547265 P.O. BOX 211201 · ST. PAUL, MN 55121 | Contract Administrator | $2,275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,851 | $98,982-28.4% | $162,163-56.3% | $65,185+8.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 16.77% | 24.84%-8.1pp | 115.59%-98.8pp | 29.38%-12.6pp |
| Employer contribution / active EE | $1,956 | $3,467-43.6% | $5,614-65.2% | $2,177-10.1% |
| Participant deferral / active EE | $3,612 | $5,384-32.9% | $7,298-50.5% | $3,514+2.8% |
| Admin fee / account holder | $23 | $596-96.1% | $10,843-99.8% | $847-97.3% |