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 |
|---|---|---|
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 15-5381590 | Accounting | $6,374 |
MINNESOTA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,815 | $46,732+49.4% | $156,549-55.4% | $55,167+26.6% |
| Participation rate | 45.2% | 65.8%-20.6pp | 84.0%-38.8pp | 69.0%-23.8pp |
| Annual return | 4.15% | 17.72%-13.6pp | 32.23%-28.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $1,109 | $2,105-47.3% | $5,501-79.8% | $1,963-43.5% |
| Participant deferral / active EE | $2,563 | $2,204+16.3% | $4,871-47.4% | $3,054-16.1% |
| Admin fee / account holder | $73 | $418-82.5% | $13,027-99.4% | $504-85.4% |