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 |
|---|---|---|
Service code 10 · EIN 41-0879566 | Accounting | $13,453 |
ALERUS FINANCIAL, N.A.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,685 |
VALUE CONSULTING GROUP7 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $8,500 |
ALERUS FINANCIAL, N.A.9+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $8,255 |
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 | $30,704 | $58,264-47.3% | $86,612-64.5% | $71,457-57.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 10.53% | 21.63%-11.1pp | 591.07%-580.5pp | 28.85%-18.3pp |
| Employer contribution / active EE | $531 | $2,574-79.4% | $3,022-82.4% | $2,588-79.5% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $157 | $1,057-85.2% | $5,614-97.2% | $1,587-90.1% |