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 |
|---|---|---|
Filed as: CHARTWELL Service code 34 10900 WAYZATA BOULEVARD · MINNETONKA, MN 553055574 | Valuation (appraisals, etc.); Direct ... | $26,000 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS Service code 21 120 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $19,525 |
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 | $17,920 | $52,953-66.2% | $172,739-89.6% | $65,185-72.5% |
| Participation rate | 92.0% | 66.2%+25.8pp | 82.6%+9.4pp | 70.2%+21.8pp |
| Annual return | 8.46% | 30.12%-21.7pp | 802.84%-794.4pp | 29.38%-20.9pp |
| Employer contribution / active EE | $1,488 | $2,190-32.0% | $5,143-71.1% | $2,177-31.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $204 | $472-56.7% | $13,954-98.5% | $847-75.9% |