See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GARDNER RUSSO7+ years Filed as: GARDNER RUSSO GARDNER Service code 19 · EIN 23-2673088 | Securities Custodian | $25,307 |
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,277 |
BRANDES INVESTMENT PARTNERS7+ years Service code 27 · EIN 33-0704072 | Advisory (Plan) | $8,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,090 | $84,936-12.8% | $111,297-33.4% | $79,386-6.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.46% | 17.45%-2.0pp | 54.65%-39.2pp | 116.85%-101.4pp |
| Employer contribution / active EE | $3,292 | $1,979+66.3% | $2,731+20.6% | $2,427+35.6% |
| Participant deferral / active EE | $2,439 | $3,888-37.3% | $4,487-45.6% | $4,046-39.7% |
| Admin fee / account holder | $275 | $537-48.8% | $7,964-96.5% | $626-56.1% |