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 | $35,769 |
BMS FINANCIAL ADVISORS1 year Filed as: BMS FINANCIAL ADVISORS, INC. Service code 16 1508 MOUNTAIN VIEW RD, #101 · RAPID CITY, SD 57702 | Consulting | $5,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,623,874 | $93,182+3789.0% | $146,665+2370.9% | $79,386+4464.9% |
| Participation rate | 0.0% | 76.4%-76.4pp | 80.1%-80.1pp | 70.7%-70.7pp |
| Annual return | 9.09% | 21.61%-12.5pp | 22.74%-13.7pp | 116.85%-107.8pp |
| Employer contribution / active EE | $2,030 | $2,420-16.1% | $4,136-50.9% | $2,427-16.4% |
| Participant deferral / active EE | $3,569 | $4,169-14.4% | $5,506-35.2% | $4,046-11.8% |
| Admin fee / account holder | $15,340 | $585+2522.0% | $10,280+49.2% | $626+2348.7% |