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, LTD6+ years Service code 10 10627 165TH ST W · LAKEVILLE, MN 55044 | Accounting | $10,225 |
ALERUS FINANCIAL, N.A.6+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $10,131 |
VALUE CONSULTING GROUP4 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $7,500 |
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,502 |
MONROE MOXNESS BERG PA3 years Service code 29 · EIN 41-1228303 | Legal | $4,925 |
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 | $28,587 | $66,124-56.8% | $90,404-68.4% | $73,488-61.1% |
| Participation rate | 99.1% | 69.7%+29.4pp | 72.7%+26.4pp | 70.7%+28.4pp |
| Annual return | 3.72% | 17.65%-13.9pp | 1293.02%-1289.3pp | 28.51%-24.8pp |
| Employer contribution / active EE | $502 | $2,346-78.6% | $3,262-84.6% | $2,270-77.9% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $162 | $396-59.2% | $5,611-97.1% | $513-68.5% |