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 16 · EIN 81-3320514 | Consulting | $40,853 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $18,294 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $87,450 | $63,355+38.0% | $91,989-4.9% | $72,985+19.8% |
| Participation rate | 76.8% | 72.5%+4.3pp | 78.6%-1.8pp | 69.5%+7.4pp |
| Annual return | 18.50% | 35.35%-16.8pp | 69.02%-50.5pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,486 | $2,116-29.7% | $3,452-56.9% | $2,440-39.1% |
| Participant deferral / active EE | $2,220 | $4,883-54.5% | $5,923-62.5% | $3,607-38.5% |
| Admin fee / account holder | $553 | $4,668-88.2% | $7,743-92.9% | $5,124-89.2% |