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 | $3,804 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,798 | $62,928-46.3% | $172,739-80.4% | $67,579-50.0% |
| Participation rate | 41.6% | 64.5%-22.9pp | 82.6%-41.0pp | 71.3%-29.7pp |
| Annual return | 25.25% | 30.36%-5.1pp | 802.84%-777.6pp | 378.56%-353.3pp |
| Employer contribution / active EE | $586 | $1,636-64.2% | $5,143-88.6% | $2,148-72.7% |
| Participant deferral / active EE | $861 | $2,145-59.8% | $5,198-83.4% | $3,539-75.7% |
| Admin fee / account holder | $20 | $167-88.0% | $13,954-99.9% | $142-86.0% |