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 |
|---|---|---|
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST WEALTH MANAGEMENT, INC. Service code 26 4500 S GARNETT RD., SUITE 420 · TULSA, OK 73106 | Advisory (Participants) | $12,102 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $7,669 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,925 | $80,753-54.3% | $136,294-72.9% | $62,292-40.7% |
| Participation rate | 84.2% | 73.5%+10.6pp | 81.9%+2.2pp | 69.5%+14.6pp |
| Annual return | 13.57% | 35.83%-22.3pp | 5155.94%-5142.4pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,339 | $2,884-53.6% | $4,695-71.5% | $2,042-34.4% |
| Participant deferral / active EE | $4,018 | $5,164-22.2% | $6,247-35.7% | $3,169+26.8% |
| Admin fee / account holder | $151 | $525-71.3% | $9,243-98.4% | $479-68.5% |