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: FRINGE BENEFITS DESIGN OF MN, INC Service code 15 · EIN 41-1276678 7760 FRANCE AVE SOUTH · BLOOMINGTON, MN 55435 | Recordkeeping | $94,214 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO Service code 19 · EIN 75-3182674 | Securities Custodian | $9,794 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $194,646 | $104,475+86.3% | $159,436+22.1% | $79,386+145.2% |
| Participation rate | 98.3% | 76.6%+21.7pp | 82.8%+15.5pp | 70.7%+27.6pp |
| Annual return | 7.78% | 67.95%-60.2pp | 263.57%-255.8pp | 116.85%-109.1pp |
| Employer contribution / active EE | $3,920 | $3,417+14.7% | $4,829-18.8% | $2,427+61.5% |
| Participant deferral / active EE | $8,682 | $6,467+34.2% | $7,352+18.1% | $4,046+114.6% |
| Admin fee / account holder | $753 | $711+5.9% | $10,799-93.0% | $626+20.3% |