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 |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $7,812 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $875 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,157 | $55,453-38.4% | $170,442-80.0% | $62,292-45.2% |
| Participation rate | 35.4% | 66.4%-31.0pp | 83.6%-48.2pp | 69.5%-34.1pp |
| Annual return | 21.60% | 21.38%+0.2pp | 205.93%-184.3pp | 28.90%-7.3pp |
| Employer contribution / active EE | $53 | $2,164-97.5% | $5,433-99.0% | $2,042-97.4% |
| Participant deferral / active EE | $1,051 | $2,303-54.3% | $4,939-78.7% | $3,169-66.8% |
| Admin fee / account holder | $185 | $455-59.4% | $13,880-98.7% | $479-61.4% |