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 Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-0662081 | Recordkeeping | $19,317 |
CBIZ RETIREMENT PLAN SERVICES3+ years Service code 50 · EIN 31-1582098 | Direct Payment | $13,995 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,426 | $56,443-63.8% | $83,848-75.6% | $55,725-63.3% |
| Participation rate | 90.2% | 72.0%+18.1pp | 76.1%+14.0pp | 70.9%+19.3pp |
| Annual return | -6.76% | 393.67%-400.4pp | 850.88%-857.6pp | 244.93%-251.7pp |
| Employer contribution / active EE | $1,462 | $2,682-45.5% | $3,631-59.7% | $2,078-29.7% |
| Participant deferral / active EE | $1,962 | $2,965-33.8% | $4,082-51.9% | $3,356-41.5% |
| Admin fee / account holder | $119 | $156-23.6% | $5,478-97.8% | $115+3.7% |