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 | $10,263 |
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 | $18,794 | $58,879-68.1% | $178,490-89.5% | $73,488-74.4% |
| Participation rate | 31.1% | 66.2%-35.1pp | 81.9%-50.8pp | 70.7%-39.6pp |
| Annual return | 16.60% | 24.86%-8.3pp | 151.07%-134.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $857 | $2,236-61.7% | $5,011-82.9% | $2,270-62.2% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $134 | $400-66.6% | $13,984-99.0% | $513-73.9% |