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 |
|---|---|---|
Filed as: FRINGE BENEFITS DESIGN OF MN, INC Service code 15 · EIN 41-1276678 | Recordkeeping | $33,849 |
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 | $113,378 | $81,474+39.2% | $133,956-15.4% | $73,488+54.3% |
| Participation rate | 76.4% | 76.4%+0.1pp | 79.8%-3.4pp | 70.7%+5.7pp |
| Annual return | 19.32% | 19.40%-0.1pp | 45.09%-25.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $1,739 | $2,209-21.3% | $3,919-55.6% | $2,270-23.4% |
| Participant deferral / active EE | $3,148 | $3,786-16.8% | $5,048-37.6% | $3,740-15.8% |
| Admin fee / account holder | $477 | $713-33.1% | $8,927-94.7% | $513-7.0% |