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 |
|---|---|---|
ICAPITAL, LLC4 years Service code 26 · EIN 76-0708798 | Advisory (Participants) | $81,774 |
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $28,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,668 | $99,957+273.8% | $149,696+149.6% | $73,488+408.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.67% | 53.87%-35.2pp | 276.60%-257.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $14,006 | $3,191+338.9% | $4,644+201.6% | $2,270+517.0% |
| Participant deferral / active EE | $13,657 | $6,073+124.9% | $6,842+99.6% | $3,740+265.2% |
| Admin fee / account holder | $769 | $551+39.6% | $9,309-91.7% | $513+49.8% |