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 SERVICES2+ years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $21,933 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $19,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,325 | $63,905-2.5% | $74,183-16.0% | $57,658+8.1% |
| Participation rate | 60.3% | 79.8%-19.4pp | 76.6%-16.3pp | 70.2%-9.9pp |
| Annual return | 18.93% | 60.60%-41.7pp | 17.74%+1.2pp | 5.13%+13.8pp |
| Employer contribution / active EE | $1,766 | $1,840-4.0% | $2,370-25.5% | $1,974-10.5% |
| Participant deferral / active EE | $3,274 | $3,448-5.1% | $3,550-7.8% | $3,061+7.0% |
| Admin fee / account holder | $282 | $91+209.8% | $5,586-94.9% | $95+198.4% |