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.2 years Service code 21 · EIN 45-6062081 | Bank Trustee | $15,305 |
REILLY, PENNER & BENTON LLP4+ years Service code 10 · EIN 39-0747409 | Accounting | $8,100 |
Filed as: INTELLICENTS, INC. Service code 16 · EIN 41-1471080 | Consulting | $7,849 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,087 | $59,186+40.4% | $76,768+8.2% | $56,287+47.6% |
| Participation rate | 98.1% | 75.2%+22.9pp | 77.0%+21.2pp | 69.9%+28.3pp |
| Annual return | -5.33% | 6.62%-11.9pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,869 | $1,759+6.3% | $2,485-24.8% | $2,111-11.5% |
| Participant deferral / active EE | $2,537 | $3,255-22.1% | $3,852-34.1% | $3,350-24.3% |
| Admin fee / account holder | $246 | $489-49.7% | $6,675-96.3% | $521-52.8% |