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 |
|---|---|---|
SECURITIES AMERICA INC2 years Service code 99 · EIN 11-2551174 | Other Fees | $27,246 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL Service code 49 · EIN 45-0375407 | Other Services | $11,162 |
Filed as: MODERN FINANCIAL ASSET MGMT Service code 99 · EIN 11-1000111 | Other Fees | $7,754 |
Filed as: RETIREMENT PLANNING SERVICES INC Service code 49 | Other Services | $6,140 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $3,797 |
Service code 49 · EIN 84-1096179 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,858 | $81,908-25.7% | $90,749-32.9% | $64,808-6.1% |
| Participation rate | 90.5% | 80.5%+10.0pp | 75.7%+14.8pp | 71.5%+19.0pp |
| Annual return | 33.42% | -12.53%+46.0pp | -12.16%+45.6pp | 32.82%+0.6pp |
| Employer contribution / active EE | $581 | $3,065-81.1% | $2,921-80.1% | $2,506-76.8% |
| Participant deferral / active EE | $3,538 | $4,840-26.9% | $4,564-22.5% | $4,310-17.9% |
| Admin fee / account holder | $304 | $157+93.3% | $8,445-96.4% | $188+61.8% |