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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $227,733 |
STRATEGENCE CAPITAL LLC10+ years Service code 26 10406 STATE ROUTE 118 · VAN WERT, OH 45891 | Advisory (Participants) | $218,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,878 | $110,299-34.8% | $102,423-29.8% | $199,593-64.0% |
| Participation rate | 96.2% | 86.3%+9.9pp | 76.5%+19.7pp | 72.0%+24.2pp |
| Annual return | 13.25% | 35.73%-22.5pp | 29.32%-16.1pp | 34.25%-21.0pp |
| Employer contribution / active EE | $3,043 | $3,603-15.6% | $3,023+0.6% | $3,034+0.3% |
| Participant deferral / active EE | $4,746 | $6,376-25.6% | $5,053-6.1% | $5,087-6.7% |
| Admin fee / account holder | $273 | $122+123.3% | $9,451-97.1% | $269+1.6% |