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 MANAGEMENT7+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $45,000 |
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,788 |
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 | $111,773 | $185,342-39.7% | $111,297+0.4% | $86,799+28.8% |
| Participation rate | 95.0% | 81.0%+14.1pp | 77.3%+17.7pp | 72.3%+22.8pp |
| Annual return | 10.99% | 500.80%-489.8pp | 54.65%-43.7pp | 97.91%-86.9pp |
| Employer contribution / active EE | $2,117 | $2,246-5.8% | $2,731-22.5% | $2,405-12.0% |
| Participant deferral / active EE | $6,340 | $4,458+42.2% | $4,487+41.3% | $4,131+53.5% |
| Admin fee / account holder | $243 | $255-4.9% | $7,964-97.0% | $170+43.2% |