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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $107,381 |
JFP BENEFIT MANAGEMENT, INC.8+ years Service code 12 · EIN 38-2719340 | Direct payment from the plan; Claims ... | $17,239 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 · EIN 83-2893229 | Legal | $14,301 |
Service code 10 · EIN 38-2771156 | Accounting | $11,700 |
SEBER TANS, PLC4 years Service code 10 · EIN 20-0503877 | Accounting | $8,725 |
MCGINTY ET AL8+ years Service code 29 · EIN 38-2060103 | Legal | $8,203 |
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 | $137,356 | $64,119+114.2% | $112,228+22.4% | $66,914+105.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -14.99% | -13.81%-1.2pp | 27.45%-42.4pp | 1.58%-16.6pp |
| Employer contribution / active EE | $8,612 | $3,005+186.6% | $3,635+136.9% | $2,544+238.5% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $881 | $625+41.0% | $6,410-86.3% | $593+48.6% |