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 |
|---|---|---|
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $45,299 |
RBC WEALTH MANAGEMENT6+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $45,000 |
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 | $108,788 | $79,519+36.8% | $95,952+13.4% | $73,409+48.2% |
| Participation rate | 96.0% | 81.2%+14.8pp | 77.1%+18.9pp | 72.2%+23.8pp |
| Annual return | 12.61% | 19.20%-6.6pp | 91.61%-79.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,956 | $2,048-4.5% | $2,541-23.0% | $2,234-12.4% |
| Participant deferral / active EE | $5,972 | $4,138+44.3% | $4,167+43.3% | $3,805+56.9% |
| Admin fee / account holder | $285 | $184+54.5% | $6,795-95.8% | $158+80.4% |