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.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $64,376 |
HARBOUR INVESTMENTS INC4 years Service code 26 · EIN 39-1571149 | Advisory (Participants) | $30,546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,627 | $88,890-9.3% | $102,423-21.3% | $77,643+3.8% |
| Participation rate | 89.5% | 80.9%+8.6pp | 76.5%+13.0pp | 70.6%+18.9pp |
| Annual return | 21.13% | 24.98%-3.8pp | 29.32%-8.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $2,670 | $2,698-1.0% | $3,023-11.7% | $2,726-2.1% |
| Participant deferral / active EE | $5,712 | $5,145+11.0% | $5,053+13.0% | $4,647+22.9% |
| Admin fee / account holder | $237 | $235+0.5% | $9,451-97.5% | $430-45.0% |