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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $19,243 |
ALERUS FINANCIAL, N.A.5 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 | $74,309 | $54,701+35.8% | $86,188-13.8% | $71,457+4.0% |
| Participation rate | 65.9% | 60.1%+5.8pp | 69.0%-3.0pp | 67.9%-2.0pp |
| Annual return | 15.06% | 20.06%-5.0pp | 1168.45%-1153.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $770 | $1,265-39.1% | $2,380-67.6% | $2,588-70.2% |
| Participant deferral / active EE | $1,805 | $3,108-41.9% | $3,985-54.7% | $4,289-57.9% |
| Admin fee / account holder | $255 | $1,922-86.7% | $6,852-96.3% | $1,587-83.9% |