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.11+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $83,555 |
RBC WEALTH MANAGEMENT11+ 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 | $91,069 | $98,727-7.8% | $113,168-19.5% | $85,563+6.4% |
| Participation rate | 96.0% | 80.8%+15.2pp | 76.6%+19.5pp | 66.0%+30.1pp |
| Annual return | 15.47% | 17.43%-2.0pp | 24.27%-8.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,206 | $2,907-24.1% | $2,975-25.8% | $2,654-16.9% |
| Participant deferral / active EE | $6,498 | $5,424+19.8% | $5,107+27.2% | $4,375+48.5% |
| Admin fee / account holder | $210 | $357-41.1% | $12,068-98.3% | $834-74.8% |