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 | $87,888 |
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,122 |
CLIFTONLARSONALLEN LLP8+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $7,875 |
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 | $42,079 | $47,722-11.8% | $82,719-49.1% | $64,808-35.1% |
| Participation rate | 89.8% | 67.6%+22.2pp | 72.6%+17.3pp | 71.5%+18.4pp |
| Annual return | -20.86% | -13.05%-7.8pp | 701.18%-722.0pp | 32.82%-53.7pp |
| Employer contribution / active EE | $704 | $2,179-67.7% | $3,009-76.6% | $2,506-71.9% |
| Participant deferral / active EE | $2,340 | $3,329-29.7% | $4,395-46.8% | $4,310-45.7% |
| Admin fee / account holder | $332 | $143+132.4% | $5,329-93.8% | $188+76.9% |