Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
STILES FINANCIAL SERVICES10+ years Service code 27 7505 METRO BLVD. · EDINA, MN 55435 | Advisory (Plan) | $52,706 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,608 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,102 | $88,982-47.1% | $102,438-54.0% | $77,671-39.4% |
| Participation rate | 76.9% | 80.9%-4.0pp | 76.5%+0.4pp | 70.6%+6.3pp |
| Annual return | 14.55% | 25.01%-10.5pp | 29.37%-14.8pp | 31.21%-16.7pp |
| Employer contribution / active EE | $703 | $2,698-73.9% | $3,024-76.7% | $2,726-74.2% |
| Participant deferral / active EE | $3,504 | $5,144-31.9% | $5,054-30.7% | $4,648-24.6% |
| Admin fee / account holder | $259 | $236+10.0% | $9,448-97.3% | $430-39.8% |