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 INC3 years Service code 99 · EIN 11-2551174 | Other Fees | $12,900 |
MODERN WEALTH HOLDINGS LLC2 years Filed as: MODERN FINANCIAL ASSET MGMT Service code 99 · EIN 11-1000111 | Other Fees | $4,600 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL Service code 49 · EIN 45-0375407 | Other Services | $2,760 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $2,760 |
Filed as: WALLACE PLESE AND DREHER LLP Service code 99 · EIN 22-2000222 | Other Fees | $1,759 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,594 | $84,784-60.4% | $98,439-65.9% | $74,419-54.9% |
| Participation rate | 86.7% | 81.5%+5.2pp | 75.2%+11.6pp | 70.7%+16.0pp |
| Annual return | 15.57% | 20.59%-5.0pp | 21.16%-5.6pp | 34.38%-18.8pp |
| Employer contribution / active EE | $364 | $3,364-89.2% | $3,048-88.1% | $2,637-86.2% |
| Participant deferral / active EE | $2,627 | $5,218-49.6% | $4,738-44.5% | $4,528-42.0% |
| Admin fee / account holder | $127 | $204-38.0% | $8,948-98.6% | $348-63.6% |