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 MANAGEMENT4+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $24,010 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,621 |
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 | $92,544 | $65,118+42.1% | $76,768+20.5% | $55,725+66.1% |
| Participation rate | 93.6% | 79.6%+14.0pp | 77.0%+16.6pp | 70.9%+22.7pp |
| Annual return | -1.58% | -1.27%-0.3pp | 2.43%-4.0pp | 244.93%-246.5pp |
| Employer contribution / active EE | $1,879 | $1,941-3.2% | $2,485-24.4% | $2,078-9.6% |
| Participant deferral / active EE | $5,781 | $3,688+56.8% | $3,852+50.1% | $3,356+72.3% |
| Admin fee / account holder | $99 | $116-14.3% | $6,675-98.5% | $115-13.8% |