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 MANAGEMENT6 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $46,500 |
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $25,582 |
LURIE, LLP4 years Filed as: LB CARLSON LLP Service code 10 · EIN 41-1504933 | Accounting | $12,000 |
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 | $91,649 | $72,607+26.2% | $90,749+1.0% | $66,914+37.0% |
| Participation rate | 93.3% | 73.7%+19.7pp | 75.7%+17.6pp | 69.8%+23.5pp |
| Annual return | -21.52% | -12.28%-9.2pp | -12.16%-9.4pp | 1.58%-23.1pp |
| Employer contribution / active EE | $619 | $2,369-73.9% | $2,921-78.8% | $2,544-75.7% |
| Participant deferral / active EE | $5,718 | $3,977+43.8% | $4,564+25.3% | $4,237+35.0% |
| Admin fee / account holder | $327 | $707-53.7% | $8,445-96.1% | $593-44.9% |