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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $18,089 |
ALERUS FINANCIAL, N.A.4 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 | $69,313 | $49,451+40.2% | $79,550-12.9% | $66,914+3.6% |
| Participation rate | 61.1% | 61.3%-0.3pp | 69.5%-8.4pp | 69.8%-8.7pp |
| Annual return | -15.63% | 84.25%-99.9pp | 0.16%-15.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $779 | $1,266-38.5% | $2,413-67.7% | $2,544-69.4% |
| Participant deferral / active EE | $2,019 | $3,159-36.1% | $3,985-49.3% | $4,237-52.3% |
| Admin fee / account holder | $254 | $595-57.3% | $6,832-96.3% | $593-57.2% |