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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $51,982 |
ORGEL WEALTH MANAGEMENT6+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $38,183 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,309 | $58,879+95.8% | $178,490-35.4% | $73,488+56.9% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.5pp |
| Annual return | 15.68% | 24.86%-9.2pp | 151.07%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $6,152 | $2,236+175.1% | $5,011+22.8% | $2,270+171.0% |
| Participant deferral / active EE | $4,715 | $2,567+83.6% | $5,202-9.4% | $3,740+26.1% |
| Admin fee / account holder | $315 | $400-21.2% | $13,984-97.7% | $513-38.6% |