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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $42,303 |
CHESME CAPITAL MANAGEMENT9+ years Service code 26 124 N. BRIDGE STREET · DEWITT, MI 48820 | Advisory (Participants) | $33,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,171 | $50,815-19.0% | $155,509-73.5% | $77,643-47.0% |
| Participation rate | 75.5% | 63.1%+12.3pp | 78.2%-2.7pp | 70.6%+4.9pp |
| Annual return | 15.06% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $4,723 | $1,993+137.0% | $4,672+1.1% | $2,726+73.3% |
| Participant deferral / active EE | $1,475 | $2,822-47.7% | $5,626-73.8% | $4,647-68.3% |
| Admin fee / account holder | $150 | $437-65.6% | $15,912-99.1% | $430-65.1% |