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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $94,331 |
JFP BENEFIT MANAGEMENT, INC.5+ years Service code 12 · EIN 38-2719340 | Claims processing | $19,500 |
Service code 10 · EIN 38-2771156 | Accounting | $10,750 |
MCGINTY ET AL5+ years Service code 22 · EIN 38-2060103 | Insurance Broker | $10,477 |
Filed as: TRAVELERS CASUALTY AND SURETY Service code 23 · EIN 06-0907370 | Insurance services | $8,414 |
SEBER TANS, PLC1 year Service code 10 · EIN 20-0503877 | Accounting | $5,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,708 | $98,982+42.2% | $162,163-13.2% | $65,185+115.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 19.67% | 24.84%-5.2pp | 115.59%-95.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $8,475 | $3,467+144.5% | $5,614+51.0% | $2,177+289.4% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $697 | $596+16.9% | $10,843-93.6% | $847-17.7% |