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 MANAGEMENT9+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $65,400 |
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $55,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,268 | $99,078-14.9% | $96,544-12.7% | $74,419+13.2% |
| Participation rate | 97.9% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.2pp |
| Annual return | 17.95% | 22.48%-4.5pp | 25.84%-7.9pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,297 | $2,570-10.6% | $2,965-22.5% | $2,637-12.9% |
| Participant deferral / active EE | $6,722 | $4,933+36.3% | $4,851+38.6% | $4,528+48.5% |
| Admin fee / account holder | $229 | $225+1.9% | $8,252-97.2% | $348-34.2% |