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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $72,410 |
RBC WEALTH MANAGEMENT10+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $65,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,694 | $88,890+2.0% | $102,423-11.5% | $77,643+16.8% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 15.94% | 24.98%-9.0pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,339 | $2,698-13.3% | $3,023-22.6% | $2,726-14.2% |
| Participant deferral / active EE | $6,823 | $5,145+32.6% | $5,053+35.0% | $4,647+46.8% |
| Admin fee / account holder | $231 | $235-2.0% | $9,451-97.6% | $430-46.4% |