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 |
|---|---|---|
DEGRAAF FINANCIAL1 year Service code 28 215 PARK AVENUE SOUTH, SUITE 100 · SAINT CLOUD, MN 56301 | Investment Management | $16,490 |
Filed as: COMMONWEALTH FINANCIAL Service code 28 215 PARK AVENUE SOUTH, SUITE 100 · SAINT CLOUD, MN 56301 | Investment Management | $10,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,615 | $62,132+39.4% | $185,823-53.4% | $73,488+17.9% |
| Participation rate | 53.0% | 67.8%-14.8pp | 78.0%-25.0pp | 70.7%-17.6pp |
| Annual return | 10.70% | 20.44%-9.7pp | 35.95%-25.3pp | 28.51%-17.8pp |
| Employer contribution / active EE | $1,233 | $1,681-26.7% | $4,087-69.8% | $2,270-45.7% |
| Participant deferral / active EE | $2,634 | $3,711-29.0% | $5,632-53.2% | $3,740-29.6% |
| Admin fee / account holder | $388 | $419-7.4% | $9,500-95.9% | $513-24.4% |