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 Service code 26 · EIN 20-8307105 | Advisory (Participants) | $18,892 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $10,913 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $155 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,495 | $46,732-49.7% | $156,549-85.0% | $55,167-57.4% |
| Participation rate | 76.0% | 65.8%+10.2pp | 84.0%-8.0pp | 69.0%+7.0pp |
| Annual return | 6.31% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,201 | $2,105-42.9% | $5,501-78.2% | $1,963-38.8% |
| Participant deferral / active EE | $502 | $2,204-77.2% | $4,871-89.7% | $3,054-83.6% |
| Admin fee / account holder | $205 | $418-51.0% | $13,027-98.4% | $504-59.3% |