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 SERVICES6 years Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 16-1728260 | Advisory (Participants) | $71,941 |
ALERUS FINANCIAL, N.A.6 years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 | Recordkeeping | $36,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,971 | $82,202+54.5% | $125,339+1.3% | $64,808+95.9% |
| Participation rate | 88.8% | 77.9%+10.9pp | 82.4%+6.4pp | 71.5%+17.3pp |
| Annual return | 3.66% | 3.48%+0.2pp | 572.05%-568.4pp | 32.82%-29.2pp |
| Employer contribution / active EE | $6,028 | $3,615+66.7% | $4,814+25.2% | $2,506+140.6% |
| Participant deferral / active EE | $8,089 | $7,175+12.7% | $7,446+8.6% | $4,310+87.7% |
| Admin fee / account holder | $228 | $163+39.7% | $10,010-97.7% | $188+21.4% |