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 |
|---|---|---|
MIDWEST CAPITAL ADVISORS, LLC2+ years Service code 26 · EIN 11-3673048 | Advisory (Participants) | $16,052 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,919 | $36,916-54.2% | $156,549-89.2% | $57,658-70.7% |
| Participation rate | 59.2% | 63.4%-4.3pp | 84.0%-24.8pp | 70.2%-11.1pp |
| Annual return | 11.06% | 12.38%-1.3pp | 32.23%-21.2pp | 5.13%+5.9pp |
| Employer contribution / active EE | $286 | $1,571-81.8% | $5,501-94.8% | $1,974-85.5% |
| Participant deferral / active EE | $980 | $1,926-49.1% | $4,871-79.9% | $3,061-68.0% |
| Admin fee / account holder | $84 | $82+2.2% | $13,027-99.4% | $95-10.8% |