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 MANAGEMENT4 years Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 27 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $32,500 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS FINANCIAL NA Service code 15 · EIN 45-0140105 | Recordkeeping | $21,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,346 | $117,025-68.1% | $91,541-59.2% | $85,563-56.4% |
| Participation rate | 97.2% | 64.2%+33.0pp | 69.8%+27.4pp | 66.0%+31.2pp |
| Annual return | 15.50% | 18.02%-2.5pp | 20.50%-5.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,942 | $2,120+38.8% | $2,505+17.5% | $2,654+10.9% |
| Participant deferral / active EE | $4,101 | $3,446+19.0% | $4,008+2.3% | $4,375-6.3% |
| Admin fee / account holder | $231 | $1,242-81.4% | $6,956-96.7% | $834-72.3% |