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.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $21,877 |
Filed as: MESIROW FINANCIAL INV. MGMT., INC. Service code 26 · EIN 36-3429599 | Advisory (Participants) | $17,982 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,807 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,545 | $58,083-49.1% | $80,019-63.1% | $56,287-47.5% |
| Participation rate | 89.8% | 73.6%+16.2pp | 75.8%+13.9pp | 69.9%+19.9pp |
| Annual return | -8.27% | 34.61%-42.9pp | 11.22%-19.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,832 | $3,135-41.5% | $3,686-50.3% | $3,350-45.3% |
| Admin fee / account holder | $215 | $623-65.4% | $6,521-96.7% | $521-58.6% |