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 MANAGEMENT8+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $50,400 |
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $46,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,762 | $72,254+17.3% | $86,677-2.2% | $64,808+30.8% |
| Participation rate | 97.9% | 80.4%+17.5pp | 76.6%+21.3pp | 71.5%+26.4pp |
| Annual return | -14.60% | 392.42%-407.0pp | 35.91%-50.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,293 | $2,393-4.2% | $2,836-19.1% | $2,506-8.5% |
| Participant deferral / active EE | $6,600 | $4,658+41.7% | $4,656+41.8% | $4,310+53.1% |
| Admin fee / account holder | $233 | $174+33.9% | $7,493-96.9% | $188+24.0% |