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 SERVICES7+ years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $81,307 |
Filed as: AVANTAX PLANNING PARTNERS INC. Service code 26 · EIN 42-1447865 | Advisory (Participants) | $79,096 |
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $6,077 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,322 | $89,904+46.1% | $453,369-71.0% | $86,799+51.3% |
| Participation rate | 98.0% | 75.7%+22.3pp | 78.0%+20.1pp | 72.3%+25.8pp |
| Annual return | 16.97% | 19.72%-2.8pp | 64.40%-47.4pp | 97.91%-80.9pp |
| Employer contribution / active EE | $2,527 | $3,279-22.9% | $4,070-37.9% | $2,405+5.0% |
| Participant deferral / active EE | $7,239 | $5,114+41.6% | $6,209+16.6% | $4,131+75.2% |
| Admin fee / account holder | $350 | $156+124.6% | $11,209-96.9% | $170+106.3% |