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 |
|---|---|---|
Service code 27 · EIN 20-0061957 | Advisory (Plan) | $13,968 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $4,209 |
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 | $127,846 | $52,884+141.7% | $84,750+50.9% | $55,167+131.7% |
| Participation rate | 92.6% | 67.5%+25.1pp | 76.6%+16.0pp | 69.0%+23.6pp |
| Annual return | 9.76% | 18.03%-8.3pp | 22.78%-13.0pp | 169.23%-159.5pp |
| Employer contribution / active EE | $10,095 | $2,233+352.0% | $3,574+182.4% | $1,963+414.4% |
| Participant deferral / active EE | $4,090 | $2,644+54.7% | $3,712+10.2% | $3,054+33.9% |
| Admin fee / account holder | $142 | $581-75.5% | $5,332-97.3% | $504-71.8% |