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 14 · EIN 45-3547265 PO BOX 211201 · ST PAUL, MN 55121 | Plan Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,788 | $102,553-41.7% | $151,611-60.6% | $66,914-10.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -9.33% | -10.82%+1.5pp | 3.33%-12.7pp | 1.58%-10.9pp |
| Employer contribution / active EE | $2,229 | $4,180-46.7% | $6,166-63.8% | $2,544-12.4% |
| Participant deferral / active EE | $4,482 | $6,641-32.5% | $8,363-46.4% | $4,237+5.8% |
| Admin fee / account holder | $14 | $630-97.7% | $11,616-99.9% | $593-97.6% |