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 |
|---|---|---|
FINANCIAL ENGINES7 years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $55,354 |
ALERUS FINANCIAL, N.A.6 years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-0375407 | Recordkeeping | $48,447 |
NOVAK BIRKS, P.C.9+ years Filed as: NOVAK BIRKS P.C. Service code 10 · EIN 43-1122456 | Accounting | $29,303 |
Service code 29 · EIN 43-1706479 | Legal | $17,363 |
MERTZ INSURANCE GROUP7 years Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $5,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,093 | $92,971+38.9% | $96,683+33.5% | $74,419+73.5% |
| Participation rate | 31.1% | 71.5%-40.5pp | 74.3%-43.3pp | 70.7%-39.7pp |
| Annual return | 14.68% | 37.49%-22.8pp | 35.69%-21.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $4,275 | $3,426+24.8% | $3,737+14.4% | $2,637+62.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $710 | $633+12.2% | $6,730-89.4% | $348+104.1% |