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 |
|---|---|---|
Service code 21 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $20,688 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,730 | $52,293-50.8% | $178,490-85.6% | $73,409-65.0% |
| Participation rate | 66.1% | 65.3%+0.8pp | 81.9%-15.8pp | 72.2%-6.1pp |
| Annual return | 3.61% | 34.75%-31.1pp | 151.07%-147.5pp | 59.29%-55.7pp |
| Employer contribution / active EE | $1,272 | $1,735-26.7% | $5,011-74.6% | $2,234-43.1% |
| Participant deferral / active EE | $946 | $2,332-59.4% | $5,202-81.8% | $3,805-75.1% |
| Admin fee / account holder | $91 | $127-28.4% | $13,984-99.3% | $158-42.2% |