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 | $25,897 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,643 | $86,286-37.8% | $111,297-51.8% | $85,850-37.5% |
| Participation rate | 96.4% | 73.3%+23.1pp | 77.3%+19.1pp | 69.3%+27.1pp |
| Annual return | 16.32% | 19.99%-3.7pp | 54.65%-38.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,397 | $2,043+17.3% | $2,731-12.2% | $2,565-6.5% |
| Participant deferral / active EE | $3,752 | $3,641+3.1% | $4,487-16.4% | $3,952-5.0% |
| Admin fee / account holder | $294 | $8,188-96.4% | $7,964-96.3% | $6,260-95.3% |