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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 10 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Accounting | $18,617 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-0140105 2300 SOUTH COLUMBIA ROAD · GRAND FORKS, ND 58201 | Recordkeeping | $1,099 |
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 | $83,456 | $54,573+52.9% | $90,951-8.2% | $73,488+13.6% |
| Participation rate | 63.2% | 61.2%+2.0pp | 69.0%-5.9pp | 70.7%-7.5pp |
| Annual return | 13.24% | 16.69%-3.4pp | 134.60%-121.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $878 | $991-11.4% | $2,122-58.6% | $2,270-61.3% |
| Participant deferral / active EE | $2,288 | $2,517-9.1% | $3,373-32.2% | $3,740-38.8% |
| Admin fee / account holder | $264 | $521-49.3% | $5,959-95.6% | $513-48.5% |