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 |
|---|---|---|
BAM ADVISOR SERVICES1 year Filed as: BAM ADVISOR SERVICES LLC Service code 26 · EIN 20-8307105 | Advisory (Participants) | $17,528 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $1,255 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $871 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,416 | $38,075-41.1% | $93,406-76.0% | $73,488-69.5% |
| Participation rate | 93.6% | 56.7%+36.9pp | 66.8%+26.8pp | 70.7%+22.9pp |
| Annual return | 12.21% | 17.59%-5.4pp | 78.05%-65.8pp | 28.51%-16.3pp |
| Employer contribution / active EE | $713 | $1,117-36.2% | $2,075-65.6% | $2,270-68.6% |
| Participant deferral / active EE | $1,389 | $2,012-31.0% | $3,126-55.6% | $3,740-62.9% |
| Admin fee / account holder | $132 | $351-62.3% | $5,230-97.5% | $513-74.2% |