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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $7,825 |
SECURITY BANCSHARES COMPANY10+ years Service code 21 · EIN 41-0531690 | Bank Trustee | $3,686 |
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 | $145,731 | $84,556+72.3% | $116,228+25.4% | $74,304+96.1% |
| Participation rate | 95.6% | 66.0%+29.6pp | 74.6%+21.0pp | 60.3%+35.2pp |
| Annual return | 11.44% | 18.35%-6.9pp | 90.06%-78.6pp | 29.43%-18.0pp |
| Employer contribution / active EE | $2,129 | $2,168-1.8% | $2,994-28.9% | $2,241-5.0% |
| Participant deferral / active EE | $4,417 | $3,814+15.8% | $4,953-10.8% | $3,767+17.2% |
| Admin fee / account holder | $67 | $3,792-98.2% | $11,989-99.4% | $2,969-97.7% |