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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL FINANCIAL Service code 34 33 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Valuation (appraisals, etc.) | $12,000 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY Service code 49 1911 EXCEL DRIVE · MANKATO, MN 56001 | Other Services | $7,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,288 | $75,828-46.9% | $147,614-72.7% | $59,632-32.4% |
| Participation rate | 80.2% | 71.6%+8.7pp | 84.6%-4.4pp | 68.7%+11.6pp |
| Annual return | 6.78% | 0.37%+6.4pp | 61.98%-55.2pp | 2041.28%-2034.5pp |
| Employer contribution / active EE | $3,650 | $3,485+4.7% | $5,564-34.4% | $2,203+65.7% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $299 | $5,985-95.0% | $11,611-97.4% | $4,297-93.1% |