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 |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $22,705 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,343 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,799 | $69,305+39.7% | $82,313+17.6% | $69,631+39.0% |
| Participation rate | 93.7% | 80.3%+13.5pp | 76.9%+16.8pp | 70.7%+23.0pp |
| Annual return | 16.73% | 21.47%-4.7pp | 25.88%-9.1pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,856 | $1,887-1.6% | $2,428-23.6% | $2,032-8.7% |
| Participant deferral / active EE | $5,655 | $3,568+58.5% | $3,706+52.6% | $3,224+75.4% |
| Admin fee / account holder | $103 | $97+6.5% | $5,608-98.2% | $110-6.3% |