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+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $863 |
SECURITY BANCSHARES COMPANY1+ years Service code 21 · EIN 41-0531690 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,600 | $56,629+90.0% | $77,999+38.0% | $55,167+95.0% |
| Participation rate | 97.1% | 73.3%+23.8pp | 75.5%+21.6pp | 69.0%+28.2pp |
| Annual return | -1.67% | 2866.98%-2868.7pp | 425.96%-427.6pp | 169.23%-170.9pp |
| Employer contribution / active EE | $2,677 | $1,723+55.4% | $2,470+8.4% | $1,963+36.4% |
| Participant deferral / active EE | $2,256 | $2,777-18.8% | $3,497-35.5% | $3,054-26.1% |
| Admin fee / account holder | $8 | $467-98.3% | $5,480-99.9% | $504-98.5% |