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 MINNSOTA Service code 15 · EIN 41-1276678 | Recordkeeping | $25,489 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,938 | $52,953-15.1% | $172,739-74.0% | $65,185-31.1% |
| Participation rate | 84.1% | 66.2%+17.9pp | 82.6%+1.4pp | 70.2%+13.9pp |
| Annual return | 4.12% | 30.12%-26.0pp | 802.84%-798.7pp | 29.38%-25.3pp |
| Employer contribution / active EE | $1,900 | $2,190-13.2% | $5,143-63.1% | $2,177-12.7% |
| Participant deferral / active EE | $2,388 | $2,471-3.3% | $5,198-54.1% | $3,514-32.0% |
| Admin fee / account holder | $173 | $472-63.4% | $13,954-98.8% | $847-79.6% |