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 | $12,846 |
BHS FINANCIAL SERVICES1 year Service code 26 · EIN 47-1411118 | Advisory (Participants) | $12,014 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,296 | $80,731-55.0% | $103,374-64.9% | $74,546-51.3% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.9pp | 67.2%+31.2pp |
| Annual return | 15.15% | 27.56%-12.4pp | 24.89%-9.7pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $2,743 | $3,158-13.1% | $3,869-29.1% | $2,624+4.5% |
| Participant deferral / active EE | $3,816 | $3,860-1.1% | $5,058-24.5% | $4,347-12.2% |
| Admin fee / account holder | $176 | $2,369-92.6% | $8,394-97.9% | $1,944-91.0% |