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 | $5,180 |
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 | $41,841 | $52,293-20.0% | $178,490-76.6% | $73,409-43.0% |
| Participation rate | 39.7% | 65.3%-25.6pp | 81.9%-42.2pp | 72.2%-32.4pp |
| Annual return | 17.49% | 34.75%-17.3pp | 151.07%-133.6pp | 59.29%-41.8pp |
| Employer contribution / active EE | $624 | $1,735-64.0% | $5,011-87.5% | $2,234-72.1% |
| Participant deferral / active EE | $925 | $2,332-60.3% | $5,202-82.2% | $3,805-75.7% |
| Admin fee / account holder | $27 | $127-78.6% | $13,984-99.8% | $158-82.7% |