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 9-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 |
|---|---|---|
Filed as: PLAN VISION Service code 28 17400 25TH AVENUE N · PLYMOUTH, MN 55447 | Investment Management | $28,508 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE FIDUCIARY Service code 15 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $10,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,793 | $65,061-25.0% | $143,757-66.1% | $66,914-27.1% |
| Participation rate | 72.0% | 65.2%+6.8pp | 80.3%-8.3pp | 69.8%+2.2pp |
| Annual return | -14.50% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,210 | $2,361-48.7% | $4,951-75.6% | $2,544-52.4% |
| Participant deferral / active EE | $3,199 | $2,919+9.6% | $5,637-43.3% | $4,237-24.5% |
| Admin fee / account holder | $369 | $502-26.5% | $14,673-97.5% | $593-37.8% |