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 LLC3 years Filed as: AVANTAX PLANNING PARTNERS INC. Service code 26 · EIN 42-1447865 | Advisory (Participants) | $82,217 |
BAM ADVISOR SERVICES9+ years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $43,849 |
ALERUS FINANCIAL, N.A.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,543 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,524 | $82,978+44.0% | $130,231-8.2% | $74,419+60.6% |
| Participation rate | 95.7% | 73.7%+22.1pp | 76.3%+19.4pp | 70.7%+25.0pp |
| Annual return | 18.05% | 123.05%-105.0pp | 38.77%-20.7pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,760 | $3,391-18.6% | $4,126-33.1% | $2,637+4.7% |
| Participant deferral / active EE | $8,306 | $5,370+54.7% | $6,799+22.2% | $4,528+83.4% |
| Admin fee / account holder | $284 | $354-19.7% | $6,020-95.3% | $348-18.3% |