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 | $6,204 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,673 | $56,485-13.8% | $185,823-73.8% | $86,799-43.9% |
| Participation rate | 45.9% | 65.5%-19.6pp | 81.7%-35.8pp | 72.3%-26.4pp |
| Annual return | 16.84% | 118.04%-101.2pp | 122.05%-105.2pp | 97.91%-81.1pp |
| Employer contribution / active EE | $861 | $1,843-53.3% | $5,167-83.3% | $2,405-64.2% |
| Participant deferral / active EE | $1,294 | $2,553-49.3% | $5,568-76.8% | $4,131-68.7% |
| Admin fee / account holder | $32 | $150-78.6% | $16,237-99.8% | $170-81.1% |