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 |
|---|---|---|
BRIGHTON JONES LLC2 years Filed as: BRIGHTON JONES Service code 26 · EIN 91-2007475 | Advisory (Participants) | $18,709 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,578 | $48,570+84.4% | $130,648-31.4% | $72,985+22.7% |
| Participation rate | 31.6% | 58.6%-26.9pp | 71.7%-40.1pp | 69.5%-37.8pp |
| Annual return | 16.57% | 38.63%-22.1pp | 1708.96%-1692.4pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,048 | $1,334-21.5% | $4,092-74.4% | $2,440-57.1% |
| Participant deferral / active EE | $1,964 | $2,384-17.6% | $3,603-45.5% | $3,607-45.5% |
| Admin fee / account holder | $739 | $3,549-79.2% | $5,464-86.5% | $5,124-85.6% |