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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $2,647 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $1,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,091 | $52,953-31.8% | $172,739-79.1% | $65,185-44.6% |
| Participation rate | 61.8% | 66.2%-4.4pp | 82.6%-20.9pp | 70.2%-8.4pp |
| Annual return | 17.44% | 30.12%-12.7pp | 802.84%-785.4pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,972 | $2,190-9.9% | $5,143-61.7% | $2,177-9.4% |
| Participant deferral / active EE | $1,574 | $2,471-36.3% | $5,198-69.7% | $3,514-55.2% |
| Admin fee / account holder | $16 | $472-96.7% | $13,954-99.9% | $847-98.2% |