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.9+ years Filed as: ALERUS REVENUE Service code 15 · EIN 45-6062081 | Recordkeeping | $136,531 |
Service code 10 123 SOUTH MAIN STREET · NEWTOWN, CT 06470 | Accounting | $11,000 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $8,000 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,774 | $40,385+166.9% | $80,569+33.8% | $74,419+44.8% |
| Participation rate | 56.1% | 47.4%+8.7pp | 67.0%-10.9pp | 70.7%-14.6pp |
| Annual return | 17.02% | 164.85%-147.8pp | 935.43%-918.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,188 | $1,496+46.2% | $2,723-19.7% | $2,637-17.0% |
| Participant deferral / active EE | $5,069 | $2,674+89.6% | $4,447+14.0% | $4,528+11.9% |
| Admin fee / account holder | $406 | $720-43.6% | $5,377-92.5% | $348+16.6% |