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 |
|---|---|---|
EGPS1 year Filed as: EGPS, LLC Service code 11 · EIN 86-2963468 7734 EXCELSIOR ROAD, SUITE 102 · BAXTER, MN 56425 | Actuarial | $13,800 |
CLIFTONLARSONALLEN LLP10+ years Service code 12 · EIN 41-0746749 220 SOUTH 6TH STREET, SUITE 300 · MINNEAPOLIS, MN 55402 | Claims processing | $9,608 |
US BANK10+ years Service code 10 · EIN 39-1126909 800 NICOLLET MALL FL 2 · MINNEAPOLIS, MN 55402 | Accounting | $9,343 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | 6.37% | 66.62%-60.2pp | 52.39%-46.0pp | 13.91%-7.5pp |
| Employer contribution / active EE | $0 | $26,943-100.0% | $23,486-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |