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 |
|---|---|---|
REDPATH AND COMPANY1 year Service code 99 55 EAST 5TH STREET · ST. PAUL, MN 55101 | Other Fees | $17,000 |
Filed as: CHARTWELL Service code 34 10900 WAYZATA BOULEVARD · MINNETONKA, MN 553055574 | Valuation (appraisals, etc.) | $15,119 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS Service code 10 120 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Accounting | $14,775 |
BANKERS TRUST COMPANY3 years Filed as: BANKERS TRUST CO OF SOUTH DAKOTA Service code 21 5032 S. BUR OAKE PL · SIOUX FALLS, SD 57108 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,848 | $47,977-44.0% | $154,107-82.6% | $56,287-52.3% |
| Participation rate | 87.1% | 66.2%+21.0pp | 83.0%+4.1pp | 69.9%+17.3pp |
| Annual return | 9.24% | 3.54%+5.7pp | 735.12%-725.9pp | -9.96%+19.2pp |
| Employer contribution / active EE | $2,024 | $2,169-6.7% | $5,298-61.8% | $2,111-4.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $315 | $438-28.2% | $13,411-97.7% | $521-39.6% |