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 | $80,705+80.6% | $115,768+25.9% | $67,986+114.4% |
| Participation rate | 95.6% | 63.0%+32.6pp | 74.4%+21.2pp | 57.2%+38.4pp |
| Annual return | 11.44% | 18.49%-7.0pp | 100.46%-89.0pp | 31.67%-20.2pp |
| Employer contribution / active EE | $2,129 | $2,046+4.0% | $2,940-27.6% | $2,019+5.4% |
| Participant deferral / active EE | $4,417 | $3,559+24.1% | $4,917-10.2% | $3,358+31.5% |
| Admin fee / account holder | $67 | $4,135-98.4% | $12,439-99.5% | $3,203-97.9% |