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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $21,711 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-0140105 2300 SOUTH COLUMBIA ROAD · GRAND FORKS, ND 58201 | Recordkeeping | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,545 | $59,263+49.4% | $96,562-8.3% | $79,386+11.5% |
| Participation rate | 57.2% | 61.9%-4.7pp | 69.8%-12.6pp | 70.7%-13.5pp |
| Annual return | 12.53% | 27.07%-14.5pp | 37.78%-25.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $777 | $1,216-36.1% | $2,356-67.0% | $2,427-68.0% |
| Participant deferral / active EE | $2,033 | $2,948-31.1% | $3,849-47.2% | $4,046-49.8% |
| Admin fee / account holder | $274 | $658-58.4% | $6,181-95.6% | $626-56.2% |