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.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,835 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $1,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,564 | $61,156-22.2% | $185,823-74.4% | $79,386-40.1% |
| Participation rate | 70.0% | 66.6%+3.4pp | 81.7%-11.7pp | 70.7%-0.7pp |
| Annual return | 15.44% | 19.45%-4.0pp | 122.05%-106.6pp | 116.85%-101.4pp |
| Employer contribution / active EE | $2,835 | $2,321+22.2% | $5,167-45.1% | $2,427+16.8% |
| Participant deferral / active EE | $2,227 | $2,789-20.1% | $5,568-60.0% | $4,046-44.9% |
| Admin fee / account holder | $11 | $710-98.5% | $16,237-99.9% | $626-98.3% |