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 |
|---|---|---|
JOHN A. KNUTSON & CO., PLLP2 years Service code 10 · EIN 41-0879566 | Accounting | $14,000 |
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS INVESTMENT ADVISORS, INC. Service code 27 · EIN 42-1378382 | Advisory (Plan) | $9,021 |
VALUE CONSULTING GROUP8 years Service code 34 2265 WATERS DR · MENDOTA HEIGHTS, MN 55120 | Valuation (appraisals, etc.) | $9,000 |
ALERUS FINANCIAL, N.A.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,890 |
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 | $34,956 | $60,323-42.1% | $81,812-57.3% | $74,495-53.1% |
| Participation rate | 99.5% | 62.9%+36.6pp | 72.3%+27.1pp | 67.2%+32.3pp |
| Annual return | 6.06% | 16.90%-10.8pp | 773.79%-767.7pp | 1364.94%-1358.9pp |
| Employer contribution / active EE | $582 | $2,620-77.8% | $2,912-80.0% | $2,623-77.8% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $186 | $1,486-87.5% | $7,386-97.5% | $1,942-90.4% |