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 7-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 |
|---|---|---|
YUNG GERIS GROUP2 years Service code 26 130 WEST SUPERIOR STREET · DULUTH, MN 55802 | Advisory (Participants) | $8,549 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,918 | $91,407-13.7% | $135,903-41.9% | $71,457+10.4% |
| Participation rate | 73.3% | 75.7%-2.3pp | 81.9%-8.6pp | 67.9%+5.4pp |
| Annual return | 17.90% | 29.90%-12.0pp | 68.23%-50.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,480 | $3,703-33.0% | $4,856-48.9% | $2,588-4.2% |
| Participant deferral / active EE | $5,064 | $7,092-28.6% | $7,758-34.7% | $4,289+18.1% |
| Admin fee / account holder | $76 | $1,266-94.0% | $10,762-99.3% | $1,587-95.2% |