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 |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $43,500 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,600 |
LURIE, LLP1 year Filed as: LB CARLSON LLP Service code 10 · EIN 41-1504933 | Accounting | $10,725 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,997 | $66,310+67.4% | $93,606+18.6% | $65,185+70.3% |
| Participation rate | 91.2% | 74.0%+17.2pp | 75.8%+15.4pp | 70.2%+21.0pp |
| Annual return | 27.85% | 42.58%-14.7pp | 32.76%-4.9pp | 29.38%-1.5pp |
| Employer contribution / active EE | $569 | $2,012-71.7% | $2,718-79.1% | $2,177-73.8% |
| Participant deferral / active EE | $4,875 | $3,342+45.9% | $4,069+19.8% | $3,514+38.8% |
| Admin fee / account holder | $327 | $6,897-95.3% | $7,888-95.9% | $847-61.4% |