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 | $27,497 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,618 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,278 | $86,332-49.9% | $125,175-65.4% | $65,185-33.6% |
| Participation rate | 93.0% | 75.3%+17.7pp | 79.8%+13.2pp | 70.2%+22.8pp |
| Annual return | 23.54% | 27.43%-3.9pp | 43.79%-20.3pp | 29.38%-5.8pp |
| Employer contribution / active EE | $757 | $2,040-62.9% | $3,865-80.4% | $2,177-65.2% |
| Participant deferral / active EE | $3,220 | $3,537-9.0% | $4,937-34.8% | $3,514-8.4% |
| Admin fee / account holder | $204 | $609-66.5% | $9,702-97.9% | $847-75.9% |