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 |
|---|---|---|
FUTURE BRIGHT LLC4 years Service code 26 935 37TH AVE. S., SUITE 128 · MOORHEAD, MN 56560 | Advisory (Participants) | $18,024 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $5,315 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,147 | $54,701-15.6% | $86,188-46.5% | $71,457-35.4% |
| Participation rate | 75.5% | 60.1%+15.4pp | 69.0%+6.6pp | 67.9%+7.6pp |
| Annual return | 11.98% | 20.06%-8.1pp | 1168.45%-1156.5pp | 28.85%-16.9pp |
| Employer contribution / active EE | $796 | $1,265-37.1% | $2,380-66.6% | $2,588-69.3% |
| Participant deferral / active EE | $3,343 | $3,108+7.5% | $3,985-16.1% | $4,289-22.1% |
| Admin fee / account holder | $107 | $1,922-94.4% | $6,852-98.4% | $1,587-93.3% |