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 |
|---|---|---|
BAM ADVISOR SERVICES6+ years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $119,783 |
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,217 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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 | $112,663 | $82,093+37.2% | $379,746-70.3% | $73,409+53.5% |
| Participation rate | 97.6% | 76.8%+20.8pp | 78.4%+19.2pp | 72.2%+25.4pp |
| Annual return | 16.38% | 18.89%-2.5pp | 34.90%-18.5pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,377 | $2,847-16.5% | $3,540-32.8% | $2,234+6.4% |
| Participant deferral / active EE | $6,590 | $4,697+40.3% | $6,024+9.4% | $3,805+73.2% |
| Admin fee / account holder | $275 | $128+115.8% | $7,927-96.5% | $158+74.4% |