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 Filed as: ALERUS FINANCIAL NA Service code 15 · EIN 45-0140105 | Recordkeeping | $25,870 |
CARLSON CAPITAL MANAGEMENT2 years Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 27 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $18,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,941 | $56,423-36.3% | $77,163-53.4% | $71,457-49.7% |
| Participation rate | 88.7% | 64.3%+24.4pp | 69.6%+19.1pp | 67.9%+20.8pp |
| Annual return | 19.23% | 19.05%+0.2pp | 37.87%-18.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $2,000 | $1,866+7.2% | $2,535-21.1% | $2,588-22.7% |
| Participant deferral / active EE | $3,628 | $3,142+15.5% | $3,833-5.3% | $4,289-15.4% |
| Admin fee / account holder | $165 | $1,429-88.5% | $5,472-97.0% | $1,587-89.6% |