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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $120,411 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE INC. Service code 23 · EIN 46-0619194 | Insurance services | $16,590 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 · EIN 83-2893229 | Legal | $12,348 |
SEBER TANS, PLC5 years Service code 10 · EIN 20-0503877 | Accounting | $10,135 |
MCGINTY ET AL9+ years Service code 29 · EIN 38-2060103 | Legal | $8,304 |
Service code 10 · EIN 38-2771156 | Accounting | $0 |
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 | $161,107 | $76,670+110.1% | $96,683+66.6% | $71,457+125.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 15.01% | 48.29%-33.3pp | 35.69%-20.7pp | 28.85%-13.8pp |
| Employer contribution / active EE | $11,496 | $3,031+279.2% | $3,737+207.7% | $2,588+344.3% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $885 | $2,028-56.4% | $6,730-86.9% | $1,587-44.3% |