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.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $80,200 |
HARBOUR INVESTMENTS INC3 years Service code 26 · EIN 39-1571149 | Advisory (Participants) | $7,664 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,839 | $99,078-28.5% | $96,544-26.6% | $74,419-4.8% |
| Participation rate | 90.1% | 80.7%+9.4pp | 76.0%+14.1pp | 70.7%+19.3pp |
| Annual return | 11.45% | 22.48%-11.0pp | 25.84%-14.4pp | 34.38%-22.9pp |
| Employer contribution / active EE | $2,474 | $2,570-3.7% | $2,965-16.6% | $2,637-6.2% |
| Participant deferral / active EE | $5,792 | $4,933+17.4% | $4,851+19.4% | $4,528+27.9% |
| Admin fee / account holder | $218 | $225-3.0% | $8,252-97.4% | $348-37.3% |