See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 300 NP AVE STE 108 · FARGO, ND 58102 | Investment Management | $73,878 |
BLUE CROSS BLUE SHIELD OF ND6 years Service code 14 · EIN 45-0173185 PO BOX 1951 · FARGO, ND 58107 | Plan Administrator | $72,136 |
WIDMER ROEL PC2 years Service code 10 · EIN 45-0334950 4220 31ST AVE S · FARGO, ND 58104 | Accounting | $21,450 |
Annual investment return 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 | $19,505 | $82,917-76.5% | $103,333-81.1% | $77,643-74.9% |
| Participation rate | 97.7% | 71.6%+26.1pp | 74.5%+23.2pp | 70.6%+27.1pp |
| Annual return | 10.30% | 19.13%-8.8pp | 24.88%-14.6pp | 31.24%-20.9pp |
| Employer contribution / active EE | $932 | $3,552-73.8% | $3,868-75.9% | $2,726-65.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $193 | $638-69.8% | $8,355-97.7% | $430-55.2% |