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 COMPANY3 years Service code 21 · EIN 45-0414941 1202 27TH ST S A · FARGO, ND 58103 | Bank Trustee | $19,451 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,134 | $65,061-9.1% | $143,757-58.9% | $66,914-11.6% |
| Participation rate | 50.0% | 65.2%-15.2pp | 80.3%-30.3pp | 69.8%-19.8pp |
| Annual return | -17.68% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,750 | $2,361-25.9% | $4,951-64.7% | $2,544-31.2% |
| Participant deferral / active EE | $2,548 | $2,919-12.7% | $5,637-54.8% | $4,237-39.9% |
| Admin fee / account holder | $282 | $502-43.8% | $14,673-98.1% | $593-52.5% |