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 15 · EIN 45-6062081 | Recordkeeping | $96,560 |
NICOLET NATIONAL BANK1 year Service code 25 · EIN 39-1990426 | Directed Trustee | $19,878 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,562 | $41,256-18.7% | $86,590-61.2% | $77,958-56.9% |
| Participation rate | 72.4% | 63.0%+9.4pp | 73.5%-1.1pp | 71.6%+0.8pp |
| Annual return | 12.20% | 17.67%-5.5pp | 964.84%-952.6pp | 20.87%-8.7pp |
| Employer contribution / active EE | $1,011 | $1,613-37.3% | $2,839-64.4% | $2,310-56.3% |
| Participant deferral / active EE | $1,581 | $2,332-32.2% | $3,609-56.2% | $3,537-55.3% |
| Admin fee / account holder | $108 | $71+52.7% | $4,906-97.8% | $97+11.0% |