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 |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $35,570 |
Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $476 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,426 | $80,177-60.8% | $123,892-74.6% | $57,658-45.5% |
| Participation rate | 78.7% | 74.4%+4.3pp | 81.4%-2.7pp | 70.2%+8.5pp |
| Annual return | 11.47% | 17.90%-6.4pp | 47.52%-36.1pp | 5.13%+6.3pp |
| Employer contribution / active EE | $1,604 | $2,913-44.9% | $4,617-65.3% | $1,974-18.8% |
| Participant deferral / active EE | $5,381 | $5,130+4.9% | $5,984-10.1% | $3,061+75.8% |
| Admin fee / account holder | $53 | $106-50.4% | $8,357-99.4% | $95-44.2% |