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 SOLUTIONS3+ years Filed as: ZENITH AMERICAN Service code 15 · EIN 52-1590516 | Recordkeeping | $115,394 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $43,973 |
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 | $5,679 | $221,442-97.4% | $92,233-93.8% | $77,958-92.7% |
| Participation rate | 99.9% | 79.6%+20.3pp | 76.5%+23.5pp | 71.6%+28.3pp |
| Annual return | 14.22% | 15.65%-1.4pp | 176.28%-162.1pp | 20.87%-6.6pp |
| Employer contribution / active EE | $1,220 | $3,226-62.2% | $3,679-66.8% | $2,310-47.2% |
| Participant deferral / active EE | $308 | $2,779-88.9% | $3,897-92.1% | $3,537-91.3% |
| Admin fee / account holder | $40 | $210-81.0% | $5,194-99.2% | $97-59.1% |