See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 16 · EIN 41-1416330 | Consulting | $41,918 |
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 38 TWO PINE TREE DRIVE, STE 400 · ARDEN HILLS, MN 55112 | Participant Communication | $28,335 |
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $22,665 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $10,325 |
ANDREW & BRANSKY, P.A3+ years Filed as: ANDREW & BRANSKY, P.A. Service code 29 · EIN 41-1502219 | Legal | $5,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,995 | $81,537-54.6% | $149,718-75.3% | $69,631-46.9% |
| Participation rate | 39.3% | 86.1%-46.9pp | 87.1%-47.8pp | 70.7%-31.4pp |
| Annual return | 15.52% | 22.79%-7.3pp | 1501.63%-1486.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,083 | $3,239-66.6% | $5,445-80.1% | $2,032-46.7% |
| Participant deferral / active EE | $508 | $4,994-89.8% | $6,569-92.3% | $3,224-84.2% |
| Admin fee / account holder | $238 | $107+123.0% | $11,283-97.9% | $110+115.8% |