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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $75,664 |
ORGEL WEALTH MANAGEMENT9+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $37,274 |
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 | $108,752 | $47,126+130.8% | $149,673-27.3% | $74,419+46.1% |
| Participation rate | 98.9% | 63.4%+35.5pp | 78.8%+20.1pp | 70.7%+28.2pp |
| Annual return | 15.03% | 22.75%-7.7pp | 134.42%-119.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $6,855 | $1,905+259.7% | $4,818+42.3% | $2,637+159.9% |
| Participant deferral / active EE | $5,718 | $2,728+109.6% | $5,680+0.7% | $4,528+26.3% |
| Admin fee / account holder | $318 | $343-7.2% | $13,210-97.6% | $348-8.5% |