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, LLC7 years Service code 26 · EIN 76-0708798 | Advisory (Participants) | $90,051 |
ALERUS FINANCIAL, N.A.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $26,093 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $343,200 | $91,407+275.5% | $135,903+152.5% | $71,457+380.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.77% | 29.90%-14.1pp | 68.23%-52.5pp | 28.85%-13.1pp |
| Employer contribution / active EE | $15,422 | $3,703+316.4% | $4,856+217.6% | $2,588+496.0% |
| Participant deferral / active EE | $14,739 | $7,092+107.8% | $7,758+90.0% | $4,289+243.7% |
| Admin fee / account holder | $667 | $1,266-47.3% | $10,762-93.8% | $1,587-57.9% |