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.8+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-0662081 | Recordkeeping | $22,773 |
CBIZ RETIREMENT PLAN SERVICES7+ years Service code 50 · EIN 31-1582098 | Direct Payment | $15,718 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,269 | $179,636-86.5% | $112,228-78.4% | - |
| Participation rate | 84.7% | 66.3%+18.4pp | 75.1%+9.7pp | - |
| Annual return | -16.03% | -16.34%+0.3pp | 27.45%-43.5pp | - |
| Employer contribution / active EE | $1,609 | $2,897-44.5% | $3,635-55.7% | - |
| Participant deferral / active EE | $2,380 | $3,332-28.6% | $4,728-49.7% | - |
| Admin fee / account holder | $140 | $19,809-99.3% | $6,410-97.8% | - |