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 ADVISERS, INC. Service code 12 · EIN 23-3044281 | Claims processing | $16,742 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $6,958 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW DRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $6,834 |
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 | $22,035 | $39,534-44.3% | $46,225-52.3% | $62,891-65.0% |
| Participation rate | 98.9% | 74.6%+24.3pp | 79.5%+19.4pp | 69.3%+29.6pp |
| Annual return | 6.07% | 8.93%-2.9pp | 7.57%-1.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,345 | $2,646-11.4% | $3,424-31.5% | $2,281+2.8% |
| Participant deferral / active EE | $875 | $2,681-67.4% | $3,776-76.8% | $3,203-72.7% |
| Admin fee / account holder | $294 | $2,464-88.1% | $3,519-91.7% | $4,296-93.2% |