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 |
|---|---|---|
HOLMGREN-BALSTER, LTD4+ years Service code 10 10627 165TH ST W · LAKEVILLE, MN 55044 | Accounting | $9,909 |
VALUE CONSULTING GROUP2 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $9,500 |
ALERUS FINANCIAL, N.A.4+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $7,811 |
MONROE MOXNESS BERG PA1 year Service code 29 · EIN 41-1228303 | Legal | $7,210 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,248 | $44,873-32.6% | $79,464-61.9% | $56,287-46.3% |
| Participation rate | 98.3% | 68.7%+29.6pp | 73.3%+25.0pp | 69.9%+28.5pp |
| Annual return | 4.22% | 0.81%+3.4pp | 718.14%-713.9pp | -9.96%+14.2pp |
| Employer contribution / active EE | $460 | $2,140-78.5% | $2,800-83.6% | $2,111-78.2% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $168 | $418-59.9% | $5,113-96.7% | $521-67.8% |