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 5-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 | $16,096 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ RETIREMENT SOLUTIONS Service code 22 6050 OAK TREE BLVD - SUITE 500 · CLEVELAND, OH 44131 | Insurance Broker | $14,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,260 | $82,274+131.3% | $152,466+24.8% | $79,386+139.7% |
| Participation rate | 99.2% | 76.4%+22.8pp | 78.2%+21.0pp | 70.7%+28.5pp |
| Annual return | 0.00% | 7959.84%-7959.8pp | 757.33%-757.3pp | 116.85%-116.9pp |
| Employer contribution / active EE | $4,578 | $3,613+26.7% | $4,327+5.8% | $2,427+88.6% |
| Participant deferral / active EE | $7,446 | $4,969+49.9% | $5,820+27.9% | $4,046+84.1% |
| Admin fee / account holder | $199 | $632-68.5% | $15,805-98.7% | $626-68.2% |