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 MANAGEMENT5 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $42,000 |
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $28,006 |
LURIE, LLP3 years Filed as: LB CARLSON LLP Service code 10 · EIN 41-1504933 | Accounting | $11,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,363 | $79,428+93.1% | $106,548+43.9% | $79,386+93.2% |
| Participation rate | 90.9% | 74.1%+16.7pp | 76.1%+14.7pp | 70.7%+20.2pp |
| Annual return | 18.81% | 18.27%+0.5pp | 26.80%-8.0pp | 116.85%-98.0pp |
| Employer contribution / active EE | $633 | $2,234-71.7% | $2,819-77.5% | $2,427-73.9% |
| Participant deferral / active EE | $5,652 | $3,823+47.9% | $4,398+28.5% | $4,046+39.7% |
| Admin fee / account holder | $350 | $523-33.0% | $7,407-95.3% | $626-44.1% |