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 SERVICES1 year Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 20-8307105 | Advisory (Participants) | $21,734 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,119 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,191 |
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 | $19,171 | $47,977-60.0% | $154,107-87.6% | $56,287-65.9% |
| Participation rate | 83.4% | 66.2%+17.3pp | 83.0%+0.4pp | 69.9%+13.6pp |
| Annual return | -6.62% | 3.54%-10.2pp | 735.12%-741.7pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,239 | $2,169-42.9% | $5,298-76.6% | $2,111-41.3% |
| Participant deferral / active EE | $571 | $2,392-76.1% | $5,081-88.8% | $3,350-83.0% |
| Admin fee / account holder | $172 | $438-60.7% | $13,411-98.7% | $521-67.0% |