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 | $31,576 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,416 |
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 | $52,742 | $81,474-35.3% | $133,956-60.6% | $73,488-28.2% |
| Participation rate | 93.1% | 76.4%+16.7pp | 79.8%+13.2pp | 70.7%+22.4pp |
| Annual return | 18.67% | 19.40%-0.7pp | 45.09%-26.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $842 | $2,209-61.9% | $3,919-78.5% | $2,270-62.9% |
| Participant deferral / active EE | $4,015 | $3,786+6.0% | $5,048-20.5% | $3,740+7.4% |
| Admin fee / account holder | $228 | $713-68.0% | $8,927-97.4% | $513-55.5% |