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 | $274,691 |
NICOLET NATIONAL BANK9 years Service code 25 · EIN 39-1990426 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,456 | $56,734-19.9% | $68,368-33.5% | $103,975-56.3% |
| Participation rate | 72.4% | 61.6%+10.8pp | 73.8%-1.3pp | 72.5%-0.1pp |
| Annual return | 12.30% | 13.73%-1.4pp | 292.57%-280.3pp | 19.41%-7.1pp |
| Employer contribution / active EE | $1,476 | $1,867-20.9% | $2,649-44.3% | $3,722-60.3% |
| Participant deferral / active EE | $2,235 | $2,940-24.0% | $4,123-45.8% | $5,343-58.2% |
| Admin fee / account holder | $194 | $263-26.3% | $5,150-96.2% | $332-41.7% |