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 |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $36,089 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 | Recordkeeping | $26,311 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,849 | $60,545+38.5% | $92,233-9.1% | $69,631+20.4% |
| Participation rate | 68.2% | 72.2%-4.0pp | 76.5%-8.3pp | 70.7%-2.5pp |
| Annual return | 15.88% | 19.71%-3.8pp | 176.28%-160.4pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $533 | $2,633-79.8% | $3,679-85.5% | $2,032-73.8% |
| Participant deferral / active EE | $4,366 | $2,828+54.4% | $3,897+12.0% | $3,224+35.4% |
| Admin fee / account holder | $256 | $145+76.7% | $5,194-95.1% | $110+131.6% |