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 99 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Other Fees | $17,198 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,163 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,959 | $58,879-38.9% | $178,490-79.9% | $73,488-51.1% |
| Participation rate | 88.4% | 66.2%+22.2pp | 81.9%+6.5pp | 70.7%+17.7pp |
| Annual return | 4.54% | 24.86%-20.3pp | 151.07%-146.5pp | 28.51%-24.0pp |
| Employer contribution / active EE | $2,313 | $2,236+3.4% | $5,011-53.8% | $2,270+1.9% |
| Participant deferral / active EE | $2,105 | $2,567-18.0% | $5,202-59.5% | $3,740-43.7% |
| Admin fee / account holder | $204 | $400-49.0% | $13,984-98.5% | $513-60.2% |