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 |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $32,693 |
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,297 | $87,870+36.9% | $113,168+6.3% | $74,304+61.9% |
| Participation rate | 99.1% | 70.7%+28.3pp | 76.6%+22.5pp | 60.3%+38.7pp |
| Annual return | 12.41% | 26.44%-14.0pp | 24.27%-11.9pp | 29.43%-17.0pp |
| Employer contribution / active EE | $3,289 | $2,277+44.5% | $2,975+10.6% | $2,241+46.8% |
| Participant deferral / active EE | $6,042 | $4,241+42.5% | $5,107+18.3% | $3,767+60.4% |
| Admin fee / account holder | $348 | $3,368-89.7% | $12,068-97.1% | $2,969-88.3% |