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 | $63,770-28.7% | $71,209-36.2% | $102,872-55.8% |
| Participation rate | 72.4% | 61.0%+11.4pp | 73.8%-1.3pp | 73.0%-0.6pp |
| Annual return | 12.30% | 16.01%-3.7pp | 282.51%-270.2pp | 19.06%-6.8pp |
| Employer contribution / active EE | $1,476 | $2,367-37.6% | $2,721-45.8% | $3,526-58.1% |
| Participant deferral / active EE | $2,235 | $3,587-37.7% | $4,175-46.5% | $5,535-59.6% |
| Admin fee / account holder | $194 | $220-11.8% | $5,349-96.4% | $292-33.7% |