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 | $44,082 |
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 | $68,217 | $99,957-31.8% | $149,696-54.4% | $73,488-7.2% |
| Participation rate | 90.7% | 75.7%+15.0pp | 82.5%+8.3pp | 70.7%+20.1pp |
| Annual return | 21.11% | 53.87%-32.8pp | 276.60%-255.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,650 | $3,191-48.3% | $4,644-64.5% | $2,270-27.3% |
| Participant deferral / active EE | $8,079 | $6,073+33.0% | $6,842+18.1% | $3,740+116.0% |
| Admin fee / account holder | $261 | $551-52.6% | $9,309-97.2% | $513-49.1% |