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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $89,771 |
ORGEL WEALTH MANAGEMENT10+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 26 · EIN 46-2793932 | Advisory (Participants) | $38,278 |
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 | $122,385 | $50,815+140.8% | $155,509-21.3% | $77,643+57.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.76% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $7,013 | $1,993+251.9% | $4,672+50.1% | $2,726+157.3% |
| Participant deferral / active EE | $5,686 | $2,822+101.5% | $5,626+1.1% | $4,647+22.3% |
| Admin fee / account holder | $351 | $437-19.7% | $15,912-97.8% | $430-18.5% |