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 13 · EIN 42-0127290 | Contract Administrator | $21,453 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS, Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,059 | $62,132+148.0% | $185,823-17.1% | $73,488+109.6% |
| Participation rate | 87.3% | 67.8%+19.5pp | 78.0%+9.3pp | 70.7%+16.6pp |
| Annual return | 9.34% | 20.44%-11.1pp | 35.95%-26.6pp | 28.51%-19.2pp |
| Employer contribution / active EE | $1,931 | $1,681+14.9% | $4,087-52.8% | $2,270-14.9% |
| Participant deferral / active EE | $3,462 | $3,711-6.7% | $5,632-38.5% | $3,740-7.4% |
| Admin fee / account holder | $191 | $419-54.5% | $9,500-98.0% | $513-62.9% |