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 |
|---|---|---|
PRUCO SECURITIES, LLC3+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $219,151 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 124 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $34,773 |
WESTBERG EISCHENS, PLLP3+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DR SW · WILLMAR, MN 56201 | Accounting | $16,050 |
STINSON LEONARD STREET3+ years Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $8,767 |
HG SATURN1 year Filed as: SATURN SYSTEMS, INC Service code 49 · EIN 41-1754350 314 W SUPERIOR ST 1015 · DULUTH, MN 55802 | Other Services | $6,036 |
Service code 29 · EIN 41-1447121 PO BOX 913 · WILLMAR, MN 56201 | Legal | $2,218 |
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 | $32,104 | $56,443-43.1% | $83,848-61.7% | $55,725-42.4% |
| Participation rate | 78.0% | 72.0%+6.0pp | 76.1%+1.9pp | 70.9%+7.2pp |
| Annual return | -6.25% | 393.67%-399.9pp | 850.88%-857.1pp | 244.93%-251.2pp |
| Employer contribution / active EE | $4,033 | $2,682+50.4% | $3,631+11.1% | $2,078+94.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $367 | $156+134.9% | $5,478-93.3% | $115+218.6% |