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 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $17,890 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,018 | $77,899-51.2% | $149,673-74.6% | $75,163-49.4% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 9.25% | 31.72%-22.5pp | 134.42%-125.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $2,609 | $3,137-16.8% | $4,818-45.8% | $2,670-2.3% |
| Participant deferral / active EE | $2,405 | $3,411-29.5% | $5,680-57.7% | $4,125-41.7% |
| Admin fee / account holder | $144 | $5,956-97.6% | $13,210-98.9% | $5,651-97.4% |