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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC INVESTMENT ADVISORS Service code 27 · EIN 32-0153389 | Advisory (Plan) | $16,021 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $6,546 |
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 | $51,276 | $58,726-12.7% | $92,233-44.4% | $62,292-17.7% |
| Participation rate | 79.1% | 68.3%+10.7pp | 76.5%+2.6pp | 69.5%+9.6pp |
| Annual return | 15.88% | 43.62%-27.7pp | 176.28%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,373 | $2,766-14.2% | $3,897-39.1% | $3,169-25.1% |
| Admin fee / account holder | $193 | $556-65.3% | $5,194-96.3% | $479-59.8% |