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 |
|---|---|---|
MAIRS & POWER, INC.2 years Filed as: MAIRS & POWER INC. Service code 28 · EIN 41-0844499 | Investment Management | $106,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $588,573 | $56,317+945.1% | $71,209+726.5% | $74,304+692.1% |
| Participation rate | 98.8% | 55.1%+43.7pp | 73.8%+25.0pp | 60.3%+38.4pp |
| Annual return | 47.32% | 42.83%+4.5pp | 282.51%-235.2pp | 29.43%+17.9pp |
| Employer contribution / active EE | $1,867 | $2,160-13.6% | $2,721-31.4% | $2,241-16.7% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $605 | $2,290-73.6% | $5,349-88.7% | $2,969-79.6% |