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 CAPITAL3+ years Service code 27 PO BOX 586 · FARGO, ND 58107 | Advisory (Plan) | $90,335 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,550 |
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 | $175,195 | $55,453+215.9% | $170,442+2.8% | $62,292+181.2% |
| Participation rate | 90.1% | 66.4%+23.7pp | 83.6%+6.5pp | 69.5%+20.6pp |
| Annual return | 15.32% | 21.38%-6.1pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $5,143 | $2,164+137.7% | $5,433-5.3% | $2,042+151.9% |
| Participant deferral / active EE | $3,940 | $2,303+71.1% | $4,939-20.2% | $3,169+24.3% |
| Admin fee / account holder | $816 | $455+79.3% | $13,880-94.1% | $479+70.2% |