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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BARTON WALTER & KRIER PC5 years Service code 10 6401 SYCAMORE CRT N STE 125 · MAPLE GROVE, MN 55369 | Accounting | $15,200 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,756 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,654 | $64,119-70.9% | $112,228-83.4% | $66,914-72.1% |
| Participation rate | 83.8% | 68.5%+15.4pp | 75.1%+8.8pp | 69.8%+14.0pp |
| Annual return | -15.04% | -13.81%-1.2pp | 27.45%-42.5pp | 1.58%-16.6pp |
| Employer contribution / active EE | $341 | $3,005-88.6% | $3,635-90.6% | $2,544-86.6% |
| Participant deferral / active EE | $2,882 | $3,693-22.0% | $4,728-39.0% | $4,237-32.0% |
| Admin fee / account holder | $70 | $625-88.7% | $6,410-98.9% | $593-88.1% |