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 16-1503696 | Recordkeeping | $30,881 |
Service code 27 6820 156TH STREET · SAVAGE, MN 55378 | Advisory (Plan) | $24,734 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,562 | $95,880-29.5% | $107,525-37.2% | $85,563-21.0% |
| Participation rate | 51.2% | 70.1%-19.0pp | 75.1%-23.9pp | 66.0%-14.8pp |
| Annual return | 16.81% | 68.06%-51.3pp | 181.32%-164.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,694 | $3,812-55.6% | $3,754-54.9% | $2,654-36.2% |
| Participant deferral / active EE | $3,487 | $4,201-17.0% | $5,116-31.8% | $4,375-20.3% |
| Admin fee / account holder | $354 | $1,025-65.5% | $8,919-96.0% | $834-57.5% |