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 |
|---|---|---|
STRATEGIC WEALTH MANAGEMENT10+ years Service code 17 7300 GRACE DRIVE · COLUMBIA, MD 21044 | Pension Consulting | $48,842 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS FINANCIAL NA Service code 15 · EIN 45-6062081 | Recordkeeping | $30,306 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,220 |
401K ADVISORS INC1 year Filed as: 401K ADVISORS INC. Service code 15 · EIN 33-0905143 | Recordkeeping | $8,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,365 | $106,351-12.2% | $105,223-11.3% | $103,975-10.2% |
| Participation rate | 24.1% | 80.0%-55.9pp | 75.0%-51.0pp | 72.5%-48.4pp |
| Annual return | 8.77% | 11.69%-2.9pp | 180.65%-171.9pp | 19.41%-10.6pp |
| Employer contribution / active EE | $483 | $5,336-90.9% | $3,689-86.9% | $3,722-87.0% |
| Participant deferral / active EE | $1,583 | $3,221-50.8% | $5,072-68.8% | $5,343-70.4% |
| Admin fee / account holder | $227 | $316-27.9% | $8,859-97.4% | $332-31.6% |