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 | $39,825 |
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 | $53,404 | $89,652-40.4% | $141,162-62.2% | $65,185-18.1% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.5%+6.7pp | 70.2%+19.0pp |
| Annual return | 34.42% | 32.79%+1.6pp | 71.39%-37.0pp | 29.38%+5.0pp |
| Employer contribution / active EE | $2,199 | $3,065-28.3% | $4,735-53.6% | $2,177+1.0% |
| Participant deferral / active EE | $7,487 | $5,691+31.6% | $6,709+11.6% | $3,514+113.1% |
| Admin fee / account holder | $242 | $569-57.5% | $10,261-97.6% | $847-71.5% |