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 RUSSO8+ years Filed as: GARDNER RUSSO GARDNER Service code 19 · EIN 23-2673088 | Securities Custodian | $11,318 |
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $7,402 |
BRANDES INVESTMENT PARTNERS8+ years Service code 27 · EIN 33-0704072 | Advisory (Plan) | $2,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,827 | $65,435-36.1% | $86,677-51.7% | $66,914-37.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -11.43% | -10.89%-0.5pp | 35.91%-47.3pp | 1.58%-13.0pp |
| Employer contribution / active EE | $4,064 | $2,153+88.7% | $2,836+43.3% | $2,544+59.7% |
| Participant deferral / active EE | $2,347 | $4,100-42.7% | $4,656-49.6% | $4,237-44.6% |
| Admin fee / account holder | $112 | $642-82.5% | $7,493-98.5% | $593-81.1% |