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 21 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $17,939 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,791 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,159 | $78,422-48.8% | $95,952-58.1% | $79,858-49.7% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 19.00% | 19.37%-0.4pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,761 | $1,945+42.0% | $2,541+8.7% | $2,471+11.8% |
| Participant deferral / active EE | $3,801 | $3,440+10.5% | $4,167-8.8% | $3,740+1.6% |
| Admin fee / account holder | $176 | $5,622-96.9% | $6,795-97.4% | $5,306-96.7% |