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 |
|---|---|---|
Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Other Services | $81,718 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 · EIN 42-1445249 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $7,637 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,056 |
Service code 13 · EIN 41-0955056 7365 KIRKWOOD COURT NORTH SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $2,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,252 | $65,061-61.2% | $143,757-82.4% | $66,914-62.3% |
| Participation rate | 56.7% | 65.2%-8.5pp | 80.3%-23.6pp | 69.8%-13.1pp |
| Annual return | -14.04% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $758 | $2,361-67.9% | $4,951-84.7% | $2,544-70.2% |
| Participant deferral / active EE | $1,619 | $2,919-44.5% | $5,637-71.3% | $4,237-61.8% |
| Admin fee / account holder | $93 | $502-81.5% | $14,673-99.4% | $593-84.4% |