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 LLC3 years Filed as: BRIGHTON JONES Service code 26 · EIN 91-2007475 | Advisory (Participants) | $15,588 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,952 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,795 | $53,777+91.2% | $134,143-23.4% | $79,858+28.7% |
| Participation rate | 39.3% | 58.8%-19.4pp | 72.2%-32.8pp | 69.6%-30.3pp |
| Annual return | 13.74% | 19.01%-5.3pp | 36.33%-22.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,093 | $1,321-17.3% | $3,704-70.5% | $2,471-55.8% |
| Participant deferral / active EE | $1,929 | $2,420-20.3% | $3,499-44.9% | $3,740-48.4% |
| Admin fee / account holder | $655 | $3,984-83.6% | $6,684-90.2% | $5,306-87.7% |