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 |
|---|---|---|
CARLSON CAPITAL MANAGEMENT3 years Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 27 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $32,117 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL NA Service code 15 · EIN 45-0140105 | Recordkeeping | $29,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,872 | $66,457-50.5% | $81,382-59.6% | $77,643-57.7% |
| Participation rate | 92.1% | 68.7%+23.4pp | 69.5%+22.6pp | 70.6%+21.5pp |
| Annual return | 12.70% | 15.93%-3.2pp | 24.73%-12.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,598 | $2,159+20.3% | $2,463+5.5% | $2,726-4.7% |
| Participant deferral / active EE | $3,665 | $3,679-0.4% | $3,883-5.6% | $4,647-21.1% |
| Admin fee / account holder | $196 | $583-66.3% | $5,768-96.6% | $430-54.5% |