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 |
|---|---|---|
SECURITY BANCSHARES COMPANY2+ years Service code 21 · EIN 41-0531690 | Bank Trustee | $1,143 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $620 |
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 | $125,408 | $63,299+98.1% | $91,001+37.8% | $62,292+101.3% |
| Participation rate | 89.9% | 73.3%+16.6pp | 75.6%+14.3pp | 69.5%+20.4pp |
| Annual return | 17.15% | 20.99%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,087 | $1,807+15.5% | $2,456-15.0% | $2,042+2.2% |
| Participant deferral / active EE | $2,541 | $2,943-13.6% | $3,547-28.4% | $3,169-19.8% |
| Admin fee / account holder | $20 | $468-95.7% | $5,417-99.6% | $479-95.8% |