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 |
|---|---|---|
BAM ADVISOR SERVICES9 years Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 16-1728260 | Advisory (Participants) | $73,149 |
ALERUS FINANCIAL, N.A.9 years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $46,934 |
Filed as: FOCUS PARTNERS Service code 26 190 CARONDELET PLAZA · ST. LOUIS, MO 63105 | Advisory (Participants) | $24,785 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,346 | $119,446+39.3% | $150,045+10.9% | $85,563+94.4% |
| Participation rate | 95.8% | 75.4%+20.4pp | 82.3%+13.5pp | 66.0%+29.9pp |
| Annual return | 10.83% | 23.72%-12.9pp | 62.55%-51.7pp | 31.51%-20.7pp |
| Employer contribution / active EE | $7,219 | $4,078+77.0% | $4,693+53.8% | $2,654+172.1% |
| Participant deferral / active EE | $9,379 | $7,985+17.5% | $7,997+17.3% | $4,375+114.4% |
| Admin fee / account holder | $269 | $548-50.8% | $13,435-98.0% | $834-67.7% |