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 |
|---|---|---|
GARDNER RUSSO5+ years Filed as: GARDNER RUSSO GARDNER Service code 19 · EIN 23-2673088 | Securities Custodian | $21,545 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,852 |
BRANDES INVESTMENT PARTNERS5+ years Service code 27 · EIN 33-0704072 | Advisory (Plan) | $6,753 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB AND COMPANY, INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $800 |
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 | $69,556 | $65,376+6.4% | $87,100-20.1% | $65,185+6.7% |
| Participation rate | 99.3% | 75.3%+23.9pp | 76.9%+22.4pp | 70.2%+29.1pp |
| Annual return | 19.89% | 31.27%-11.4pp | 28.19%-8.3pp | 29.38%-9.5pp |
| Employer contribution / active EE | $4,086 | $1,822+124.2% | $2,521+62.1% | $2,177+87.7% |
| Participant deferral / active EE | $2,147 | $3,388-36.6% | $4,049-47.0% | $3,514-38.9% |
| Admin fee / account holder | $295 | $520-43.3% | $7,497-96.1% | $847-65.2% |