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 9-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 |
|---|---|---|
Filed as: FRINGE BENEFITS DESIGN, INC. Service code 15 · EIN 41-1276678 7760 FRANCE AVENUE, #950 · BLOOMINGTON, MN 55435 | Recordkeeping | $9,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,064 | $52,953-69.7% | $172,739-90.7% | $65,185-75.4% |
| Participation rate | 33.8% | 66.2%-32.4pp | 82.6%-48.8pp | 70.2%-36.4pp |
| Annual return | 30.48% | 30.12%+0.4pp | 802.84%-772.4pp | 29.38%+1.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $975 | $2,471-60.5% | $5,198-81.2% | $3,514-72.2% |
| Admin fee / account holder | $126 | $472-73.3% | $13,954-99.1% | $847-85.1% |