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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN Service code 15 · EIN 52-1590516 | Recordkeeping | $123,316 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $92,186 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,459 | $54,392-91.8% | $84,750-94.7% | $63,975-93.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 12.23% | 611.38%-599.1pp | 22.78%-10.6pp | 48.65%-36.4pp |
| Employer contribution / active EE | $1,826 | $2,943-37.9% | $3,574-48.9% | $2,182-16.3% |
| Participant deferral / active EE | $757 | $2,593-70.8% | $3,712-79.6% | $3,356-77.4% |
| Admin fee / account holder | $71 | $136-47.9% | $5,332-98.7% | $70+0.5% |