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 |
|---|---|---|
BAM ADVISOR SERVICES2 years Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 16-1728260 | Advisory (Participants) | $52,845 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $25,627 |
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 | $102,676 | $75,388+36.2% | $123,544-16.9% | $55,725+84.3% |
| Participation rate | 90.5% | 75.7%+14.9pp | 82.3%+8.2pp | 70.9%+19.7pp |
| Annual return | 11.63% | 4.48%+7.2pp | 119.20%-107.6pp | 244.93%-233.3pp |
| Employer contribution / active EE | $4,490 | $3,063+46.6% | $4,628-3.0% | $2,078+116.1% |
| Participant deferral / active EE | $6,398 | $5,651+13.2% | $6,426-0.4% | $3,356+90.7% |
| Admin fee / account holder | $198 | $120+65.1% | $9,284-97.9% | $115+71.6% |