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 | $95,335 |
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,334 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $8,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,882 | $65,908-9.1% | $81,812-26.8% | $77,643-22.9% |
| Participation rate | 83.8% | 65.8%+18.0pp | 72.3%+11.4pp | 70.6%+13.2pp |
| Annual return | 17.27% | 26.64%-9.4pp | 773.79%-756.5pp | 31.24%-14.0pp |
| Employer contribution / active EE | $728 | $2,370-69.3% | $2,912-75.0% | $2,726-73.3% |
| Participant deferral / active EE | $2,261 | $3,505-35.5% | $4,319-47.6% | $4,647-51.3% |
| Admin fee / account holder | $378 | $526-28.2% | $7,386-94.9% | $430-12.1% |