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, LTD5+ years Service code 10 10627 165TH ST W · LAKEVILLE, MN 55044 | Accounting | $10,625 |
ALERUS FINANCIAL, N.A.5+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $8,730 |
VALUE CONSULTING GROUP3 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $7,500 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,550 |
MONROE MOXNESS BERG PA2 years Service code 29 · EIN 41-1228303 | Legal | $1,750 |
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 | $33,231 | $51,620-35.6% | $90,281-63.2% | $65,185-49.0% |
| Participation rate | 87.5% | 68.6%+18.9pp | 73.3%+14.2pp | 70.2%+17.3pp |
| Annual return | 11.52% | 24.94%-13.4pp | 78.10%-66.6pp | 29.38%-17.9pp |
| Employer contribution / active EE | $444 | $2,235-80.2% | $2,854-84.5% | $2,177-79.6% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $154 | $384-59.9% | $5,351-97.1% | $847-81.8% |