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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX PLANNING PARTNERS INC. Service code 26 · EIN 42-1447865 | Advisory (Participants) | $71,426 |
BAM ADVISOR SERVICES8+ years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $44,012 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,935 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,971 | $74,188+44.2% | $115,756-7.6% | $64,808+65.1% |
| Participation rate | 98.5% | 76.2%+22.3pp | 77.1%+21.4pp | 71.5%+27.0pp |
| Annual return | -18.75% | -11.81%-6.9pp | 143.14%-161.9pp | 32.82%-51.6pp |
| Employer contribution / active EE | $2,671 | $3,365-20.6% | $3,793-29.6% | $2,506+6.6% |
| Participant deferral / active EE | $7,901 | $5,294+49.3% | $6,254+26.3% | $4,310+83.3% |
| Admin fee / account holder | $280 | $148+89.1% | $8,124-96.5% | $188+49.4% |