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 | $34,818 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,192 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $175,997 | $52,953+232.4% | $172,739+1.9% | $65,185+170.0% |
| Participation rate | 93.5% | 66.2%+27.3pp | 82.6%+10.8pp | 70.2%+23.3pp |
| Annual return | 26.09% | 30.12%-4.0pp | 802.84%-776.7pp | 29.38%-3.3pp |
| Employer contribution / active EE | $4,653 | $2,190+112.5% | $5,143-9.5% | $2,177+113.8% |
| Participant deferral / active EE | $4,450 | $2,471+80.1% | $5,198-14.4% | $3,514+26.7% |
| Admin fee / account holder | $320 | $472-32.1% | $13,954-97.7% | $847-62.2% |