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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,641-9.9% | $107,525-13.2% | $102,872-9.2% |
| Participation rate | 24.1% | 79.4%-55.3pp | 75.1%-51.0pp | 73.0%-48.9pp |
| Annual return | 8.77% | 13.08%-4.3pp | 181.32%-172.5pp | 19.06%-10.3pp |
| Employer contribution / active EE | $483 | $5,096-90.5% | $3,754-87.1% | $3,526-86.3% |
| Participant deferral / active EE | $1,583 | $3,789-58.2% | $5,116-69.0% | $5,535-71.4% |
| Admin fee / account holder | $227 | $276-17.6% | $8,919-97.4% | $292-22.2% |