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 GROUP6 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $33,635 |
ALERUS FINANCIAL, N.A.8+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $10,573 |
ALERUS FINANCIAL, N.A.6 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 | $31,624 | $51,197-38.2% | $82,719-61.8% | $66,914-52.7% |
| Participation rate | 91.7% | 67.8%+23.9pp | 72.6%+19.2pp | 69.8%+21.9pp |
| Annual return | -3.52% | -9.64%+6.1pp | 701.18%-704.7pp | 1.58%-5.1pp |
| Employer contribution / active EE | $505 | $2,611-80.7% | $3,009-83.2% | $2,544-80.2% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $219 | $416-47.3% | $5,329-95.9% | $593-63.1% |