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 15 · EIN 41-1276678 7760 FRANCE AVE. SOUTH · BLOOMINGTON, MN 55435 | Recordkeeping | $34,019 |
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 | $38,520 | $73,102-47.3% | $123,544-68.8% | $56,287-31.6% |
| Participation rate | 89.6% | 74.3%+15.3pp | 82.3%+7.3pp | 69.9%+19.7pp |
| Annual return | -6.09% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $954 | $2,977-67.9% | $4,628-79.4% | $2,111-54.8% |
| Participant deferral / active EE | $6,434 | $5,423+18.6% | $6,426+0.1% | $3,350+92.1% |
| Admin fee / account holder | $213 | $554-61.6% | $9,284-97.7% | $521-59.2% |