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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $30,405 |
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,559 | $73,397-28.4% | $178,014-70.5% | $74,546-29.5% |
| Participation rate | 90.9% | 66.6%+24.3pp | 77.1%+13.8pp | 67.2%+23.6pp |
| Annual return | 13.99% | 17.49%-3.5pp | 294.80%-280.8pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $2,814 | $2,217+26.9% | $3,950-28.8% | $2,624+7.2% |
| Participant deferral / active EE | $6,391 | $4,512+41.6% | $6,276+1.8% | $4,347+47.0% |
| Admin fee / account holder | $288 | $1,809-84.1% | $10,362-97.2% | $1,944-85.2% |