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 |
|---|---|---|
ALERUS FINANCIAL, N.A.9 years Service code 15 · EIN 45-6062081 | Recordkeeping | $57,154 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $54,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,372 | $101,499+62.9% | $147,005+12.5% | $74,546+121.8% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 14.71% | 8732.34%-8717.6pp | 418.76%-404.1pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $3,919 | $3,811+2.8% | $4,934-20.6% | $2,624+49.3% |
| Participant deferral / active EE | $10,253 | $7,304+40.4% | $8,070+27.1% | $4,347+135.8% |
| Admin fee / account holder | $251 | $1,748-85.7% | $13,006-98.1% | $1,944-87.1% |