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 |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,679 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $8,250 |
LPL FINANCIAL2+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $5,133 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,197 | $56,629-39.6% | $77,999-56.2% | $55,167-38.0% |
| Participation rate | 73.4% | 73.3%+0.1pp | 75.5%-2.1pp | 69.0%+4.4pp |
| Annual return | 8.81% | 2866.98%-2858.2pp | 425.96%-417.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $775 | $1,723-55.0% | $2,470-68.6% | $1,963-60.5% |
| Participant deferral / active EE | $1,823 | $2,777-34.3% | $3,497-47.9% | $3,054-40.3% |
| Admin fee / account holder | $173 | $467-62.9% | $5,480-96.8% | $504-65.6% |