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) | $44,044 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $25,549 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,211 | $81,625-33.6% | $167,512-67.6% | $74,304-27.0% |
| Participation rate | 89.1% | 60.0%+29.1pp | 77.1%+12.0pp | 60.3%+28.7pp |
| Annual return | 14.59% | 26.09%-11.5pp | 1615.79%-1601.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $3,606 | $2,010+79.4% | $3,882-7.1% | $2,241+60.9% |
| Participant deferral / active EE | $7,931 | $4,115+92.8% | $6,405+23.8% | $3,767+110.5% |
| Admin fee / account holder | $333 | $3,474-90.4% | $9,769-96.6% | $2,969-88.8% |