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 |
|---|---|---|
SBT OF FARGO1 year Service code 21 · EIN 45-0416150 520 MAIN AVENUE · FARGO, ND 581060829 | Bank Trustee | $11,615 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,341 | $58,336+264.0% | $97,226+118.4% | $199,593+6.4% |
| Participation rate | 95.0% | 63.8%+31.2pp | 72.7%+22.3pp | 72.0%+23.0pp |
| Annual return | 27.98% | 32.81%-4.8pp | 75.13%-47.2pp | 34.25%-6.3pp |
| Employer contribution / active EE | $2,121 | $1,416+49.7% | $2,729-22.3% | $3,034-30.1% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $4,264-100.0% | $5,087-100.0% |
| Admin fee / account holder | $3 | $114-97.8% | $5,654-100.0% | $269-99.0% |