See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $27,124 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,720 | $46,292-35.8% | $143,757-79.3% | $64,808-54.1% |
| Participation rate | 71.2% | 64.2%+7.0pp | 80.3%-9.1pp | 71.5%-0.3pp |
| Annual return | -14.52% | -10.05%-4.5pp | -0.04%-14.5pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,236 | $1,910-35.3% | $4,951-75.0% | $2,506-50.7% |
| Participant deferral / active EE | $1,424 | $2,646-46.2% | $5,637-74.7% | $4,310-67.0% |
| Admin fee / account holder | $151 | $154-1.8% | $14,673-99.0% | $188-19.6% |