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 |
|---|---|---|
HEARTLAND TRUST COMPANY1 year Service code 19 · EIN 45-0414941 1202 27TH ST S A · FARGO, ND 58103 | Securities Custodian | $15,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,772 | $91,190-39.9% | $178,490-69.3% | $79,858-31.4% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.2pp | 69.6%-12.9pp |
| Annual return | 18.12% | 24.19%-6.1pp | 151.07%-132.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,781 | $3,256-45.3% | $5,011-64.5% | $2,471-27.9% |
| Participant deferral / active EE | $2,520 | $3,236-22.1% | $5,202-51.6% | $3,740-32.6% |
| Admin fee / account holder | $212 | $6,751-96.9% | $13,984-98.5% | $5,306-96.0% |