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 | $46,828 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,694 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,480 | $61,156+190.2% | $185,823-4.5% | $79,386+123.6% |
| Participation rate | 98.6% | 66.6%+32.0pp | 81.7%+16.9pp | 70.7%+27.9pp |
| Annual return | 17.67% | 19.45%-1.8pp | 122.05%-104.4pp | 116.85%-99.2pp |
| Employer contribution / active EE | $4,527 | $2,321+95.1% | $5,167-12.4% | $2,427+86.5% |
| Participant deferral / active EE | $4,592 | $2,789+64.7% | $5,568-17.5% | $4,046+13.5% |
| Admin fee / account holder | $434 | $710-38.9% | $16,237-97.3% | $626-30.7% |