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 |
|---|---|---|
Filed as: CHARTWELL Service code 34 10900 WAYZATA BOULEVARD · MINNETONKA, MN 553055574 | Direct payment from the plan; Valuati... | $18,000 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY LTD. Service code 10 55 5TH ST E#1400 · ST PAUL, MN 55101 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,452 | $61,156-60.0% | $185,823-86.8% | $79,386-69.2% |
| Participation rate | 94.1% | 66.6%+27.5pp | 81.7%+12.4pp | 70.7%+23.4pp |
| Annual return | 2.02% | 19.45%-17.4pp | 122.05%-120.0pp | 116.85%-114.8pp |
| Employer contribution / active EE | $4,821 | $2,321+107.8% | $5,167-6.7% | $2,427+98.6% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $139 | $710-80.4% | $16,237-99.1% | $626-77.8% |