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 21 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $15,749 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,166 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,772 | $52,953-32.4% | $172,739-79.3% | $65,185-45.1% |
| Participation rate | 85.0% | 66.2%+18.9pp | 82.6%+2.4pp | 70.2%+14.8pp |
| Annual return | 7.39% | 30.12%-22.7pp | 802.84%-795.5pp | 29.38%-22.0pp |
| Employer contribution / active EE | $2,411 | $2,190+10.1% | $5,143-53.1% | $2,177+10.7% |
| Participant deferral / active EE | $2,190 | $2,471-11.4% | $5,198-57.9% | $3,514-37.7% |
| Admin fee / account holder | $166 | $472-64.8% | $13,954-98.8% | $847-80.4% |