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 |
|---|---|---|
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $40,577 |
KANON BLOCH CARRE1+ years Service code 27 · EIN 26-1535450 | Advisory (Plan) | $28,992 |
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 | $122,244 | $50,464+142.2% | $75,781+61.3% | $52,331+133.6% |
| Participation rate | 92.5% | 66.8%+25.7pp | 75.8%+16.7pp | 68.1%+24.4pp |
| Annual return | 0.27% | 1.03%-0.8pp | 9.68%-9.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,797 | $1,988-9.6% | $3,323-45.9% | $1,882-4.5% |
| Participant deferral / active EE | $7,435 | $2,570+189.3% | $3,651+103.6% | $3,022+146.0% |
| Admin fee / account holder | $274 | $1,103-75.2% | $5,299-94.8% | $592-53.7% |