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 |
|---|---|---|
Filed as: FOCUS PARTNERS Service code 26 · EIN 90-0751149 | Advisory (Participants) | $30,363 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $17,315 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $16,848 |
BAM ADVISOR SERVICES6 years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $9,510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,568 | $66,098+20.4% | $101,794-21.8% | $74,304+7.1% |
| Participation rate | 75.7% | 53.8%+22.0pp | 69.2%+6.5pp | 60.3%+15.4pp |
| Annual return | 19.58% | 19.59%0pp | 30.53%-10.9pp | 29.43%-9.8pp |
| Employer contribution / active EE | $1,819 | $1,082+68.2% | $2,289-20.5% | $2,241-18.8% |
| Participant deferral / active EE | $3,371 | $2,781+21.2% | $4,084-17.5% | $3,767-10.5% |
| Admin fee / account holder | $779 | $4,146-81.2% | $8,777-91.1% | $2,969-73.7% |