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.7+ years Filed as: ALERUS REVENUE Service code 15 · EIN 45-6062081 | Recordkeeping | $162,269 |
Service code 10 123 SOUTH MAIN STREET · NEWTOWN, CT 06470 | Accounting | $9,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,782 | $41,647+190.0% | $96,139+25.6% | $86,799+39.2% |
| Participation rate | 69.4% | 50.2%+19.2pp | 68.4%+1.0pp | 72.3%-2.8pp |
| Annual return | 13.28% | 27.24%-14.0pp | 191.94%-178.7pp | 97.91%-84.6pp |
| Employer contribution / active EE | $2,259 | $1,318+71.4% | $2,797-19.2% | $2,405-6.1% |
| Participant deferral / active EE | $6,805 | $2,412+182.1% | $4,349+56.5% | $4,131+64.7% |
| Admin fee / account holder | $35 | $169-79.5% | $5,537-99.4% | $170-79.5% |