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 ... | $20,113 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS Service code 21 120 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $13,500 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,552 | $58,879-54.9% | $178,490-85.1% | $73,488-63.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 48.59% | 24.86%+23.7pp | 151.07%-102.5pp | 28.51%+20.1pp |
| Employer contribution / active EE | $3,155 | $2,236+41.1% | $5,011-37.0% | $2,270+39.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $157 | $400-60.8% | $13,984-98.9% | $513-69.4% |