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.9+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-0662081 | Recordkeeping | $23,314 |
CBIZ RETIREMENT PLAN SERVICES8+ years Service code 51 · EIN 31-1582098 | Investment Mgmt Fees | $14,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,740 | $76,670-61.2% | $96,683-69.2% | $71,457-58.4% |
| Participation rate | 84.3% | 66.6%+17.7pp | 74.3%+9.9pp | 67.9%+16.3pp |
| Annual return | 19.09% | 48.29%-29.2pp | 35.69%-16.6pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,738 | $3,031-42.7% | $3,737-53.5% | $2,588-32.8% |
| Participant deferral / active EE | $2,318 | $3,771-38.5% | $4,878-52.5% | $4,289-46.0% |
| Admin fee / account holder | $150 | $2,028-92.6% | $6,730-97.8% | $1,587-90.6% |