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 |
|---|---|---|
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $23,493 |
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $10,421 |
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 | $28,458 | $51,466-44.7% | $78,778-63.9% | $62,292-54.3% |
| Participation rate | 80.4% | 59.8%+20.6pp | 69.2%+11.2pp | 69.5%+10.9pp |
| Annual return | 15.74% | 19.96%-4.2pp | 35.62%-19.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $926 | $827+11.9% | $1,986-53.4% | $2,042-54.7% |
| Participant deferral / active EE | $2,990 | $2,147+39.3% | $2,958+1.1% | $3,169-5.6% |
| Admin fee / account holder | $142 | $489-71.0% | $5,134-97.2% | $479-70.4% |