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 SERVICES3 years Filed as: BAM ADVISOR SERVICES, LLC Service code 26 · EIN 20-8307105 | Advisory (Participants) | $21,197 |
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $12,346 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,192 |
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 | $22,088 | $58,879-62.5% | $178,490-87.6% | $73,488-69.9% |
| Participation rate | 85.8% | 66.2%+19.6pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 2.78% | 24.86%-22.1pp | 151.07%-148.3pp | 28.51%-25.7pp |
| Employer contribution / active EE | $1,414 | $2,236-36.8% | $5,011-71.8% | $2,270-37.7% |
| Participant deferral / active EE | $891 | $2,567-65.3% | $5,202-82.9% | $3,740-76.2% |
| Admin fee / account holder | $192 | $400-52.1% | $13,984-98.6% | $513-62.6% |