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 |
|---|---|---|
VALUE CONSULTING GROUP5 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $8,000 |
ALERUS FINANCIAL, N.A.7+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $7,376 |
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,662 | $63,745-47.2% | $98,442-65.8% | $79,386-57.6% |
| Participation rate | 97.7% | 69.9%+27.9pp | 73.3%+24.4pp | 70.7%+27.0pp |
| Annual return | 14.86% | 625.80%-610.9pp | 1492.73%-1477.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $495 | $2,557-80.6% | $2,960-83.3% | $2,427-79.6% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $118 | $516-77.2% | $5,949-98.0% | $626-81.2% |