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 MANAGEMENT7 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $48,000 |
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $27,115 |
LURIE, LLP5 years Filed as: LB CARLSON LLP Service code 10 · EIN 41-1504933 | Accounting | $12,500 |
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 | $106,170 | $71,516+48.5% | $98,439+7.9% | $71,457+48.6% |
| Participation rate | 94.4% | 72.7%+21.7pp | 75.2%+19.2pp | 67.9%+26.4pp |
| Annual return | 20.30% | 32.41%-12.1pp | 21.16%-0.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $677 | $2,399-71.8% | $3,048-77.8% | $2,588-73.8% |
| Participant deferral / active EE | $6,195 | $4,109+50.8% | $4,738+30.8% | $4,289+44.5% |
| Admin fee / account holder | $337 | $1,675-79.9% | $8,948-96.2% | $1,587-78.8% |