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 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $39,233 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,388 |
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 | $192,294 | $58,879+226.6% | $178,490+7.7% | $73,488+161.7% |
| Participation rate | 91.9% | 66.2%+25.7pp | 81.9%+10.0pp | 70.7%+21.2pp |
| Annual return | 12.88% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $4,712 | $2,236+110.7% | $5,011-6.0% | $2,270+107.6% |
| Participant deferral / active EE | $4,587 | $2,567+78.7% | $5,202-11.8% | $3,740+22.7% |
| Admin fee / account holder | $422 | $400+5.3% | $13,984-97.0% | $513-17.8% |