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 |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 26 60 S. 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $152,668 |
Service code 37 · EIN 04-2647786 | Loan Processing | $119,803 |
RIVERBRIDGE PARTNERS3+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 26 · EIN 41-1930193 | Advisory (Participants) | $32,931 |
MAIRS & POWER, INC.3+ years Filed as: MAIRS & POWER, INC Service code 26 · EIN 41-0844499 | Advisory (Participants) | $27,234 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD & CO. Service code 26 · EIN 39-6037917 | Advisory (Participants) | $10,691 |
DOUGHERTY & COMPANY2 years Filed as: DOUGHERTY & COMPANY LLC Service code 26 · EIN 41-8883794 | Advisory (Participants) | $6,603 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $283,342 | $96,458+193.7% | $136,294+107.9% | $77,958+263.5% |
| Participation rate | 96.6% | 75.4%+21.2pp | 81.9%+14.7pp | 71.6%+25.0pp |
| Annual return | 17.24% | 23.78%-6.5pp | 5155.94%-5138.7pp | 20.87%-3.6pp |
| Employer contribution / active EE | $10,916 | $3,144+247.2% | $4,695+132.5% | $2,310+372.4% |
| Participant deferral / active EE | $9,804 | $5,902+66.1% | $6,247+56.9% | $3,537+177.2% |
| Admin fee / account holder | $204 | $80+153.5% | $9,243-97.8% | $97+109.4% |