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 |
|---|---|---|
NORTHEAST ADVISORS, INC.2 years Filed as: NORTHEAST ADVISORS INC. Service code 26 · EIN 23-3044281 | Advisory (Participants) | $36,351 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 | Recordkeeping | $1,660 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,711 | $57,990-38.4% | $76,190-53.1% | $80,856-55.8% |
| Participation rate | 90.1% | 73.7%+16.4pp | 79.3%+10.9pp | 67.6%+22.5pp |
| Annual return | 11.27% | 15.89%-4.6pp | 13.78%-2.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,254 | $3,565-8.7% | $4,578-28.9% | $2,755+18.1% |
| Participant deferral / active EE | $1,410 | $3,814-63.0% | $5,474-74.2% | $4,296-67.2% |
| Admin fee / account holder | $319 | $5,668-94.4% | $5,123-93.8% | $6,918-95.4% |