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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $18,668 |
Filed as: MESIROW FINANCIAL INV. MGMT., INC. Service code 26 · EIN 36-3429599 | Advisory (Participants) | $14,057 |
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 | $26,911 | $56,629-52.5% | $77,999-65.5% | $55,167-51.2% |
| Participation rate | 85.3% | 73.3%+12.0pp | 75.5%+9.7pp | 69.0%+16.3pp |
| Annual return | 11.55% | 2866.98%-2855.4pp | 425.96%-414.4pp | 169.23%-157.7pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,393 | $2,777-49.8% | $3,497-60.2% | $3,054-54.4% |
| Admin fee / account holder | $170 | $467-63.7% | $5,480-96.9% | $504-66.4% |