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 SERVICES6+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 27 · EIN 20-8307105 8182 MARYLAND AVENUE, SUITE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $24,049 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-6062081 2300 S. COLUMBIA ROAD · GRAND FORKS, ND 58201 | Recordkeeping | $11,631 |
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 | $35,804 | $58,879-39.2% | $178,490-79.9% | $73,488-51.3% |
| Participation rate | 70.9% | 66.2%+4.7pp | 81.9%-11.0pp | 70.7%+0.3pp |
| Annual return | 6.36% | 24.86%-18.5pp | 151.07%-144.7pp | 28.51%-22.2pp |
| Employer contribution / active EE | $382 | $2,236-82.9% | $5,011-92.4% | $2,270-83.2% |
| Participant deferral / active EE | $1,830 | $2,567-28.7% | $5,202-64.8% | $3,740-51.1% |
| Admin fee / account holder | $225 | $400-43.9% | $13,984-98.4% | $513-56.2% |