See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $177,548 |
Filed as: NICOLLET INVESTMENTMANAGEMENT Service code 26 · EIN 26-0058143 | Advisory (Participants) | $77,213 |
AMERICAN FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $51,000 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $18,760 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,150 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $61 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,589 | $50,815+304.6% | $155,509+32.2% | $77,643+164.8% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 11.37% | 34.80%-23.4pp | 64.67%-53.3pp | 31.24%-19.9pp |
| Employer contribution / active EE | $8,394 | $1,993+321.2% | $4,672+79.6% | $2,726+207.9% |
| Participant deferral / active EE | $6,189 | $2,822+119.3% | $5,626+10.0% | $4,647+33.2% |
| Admin fee / account holder | $284 | $437-34.9% | $15,912-98.2% | $430-33.9% |