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 |
|---|---|---|
DAKOTA CAPITAL2+ years Service code 27 PO BOX 586 · FARGO, ND 58107 | Advisory (Plan) | $83,399 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $40,327 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,384 | $46,732+226.1% | $156,549-2.7% | $55,167+176.2% |
| Participation rate | 93.0% | 65.8%+27.2pp | 84.0%+9.0pp | 69.0%+24.1pp |
| Annual return | 9.34% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $4,257 | $2,105+102.2% | $5,501-22.6% | $1,963+116.9% |
| Participant deferral / active EE | $3,904 | $2,204+77.1% | $4,871-19.9% | $3,054+27.8% |
| Admin fee / account holder | $1,031 | $418+146.4% | $13,027-92.1% | $504+104.6% |