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.7+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-0662081 | Recordkeeping | $23,337 |
CBIZ RETIREMENT PLAN SERVICES6+ years Service code 50 · EIN 31-1582098 | Direct Payment | $15,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,042 | $77,660-60.0% | $109,143-71.6% | $79,386-60.9% |
| Participation rate | 91.7% | 67.8%+23.9pp | 75.9%+15.8pp | 70.7%+21.0pp |
| Annual return | 11.99% | 23.44%-11.4pp | 25.75%-13.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,585 | $2,797-43.3% | $3,722-57.4% | $2,427-34.7% |
| Participant deferral / active EE | $2,289 | $3,518-34.9% | $4,653-50.8% | $4,046-43.4% |
| Admin fee / account holder | $148 | $732-79.8% | $6,752-97.8% | $626-76.4% |