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 |
|---|---|---|
INFINITAS2+ years Service code 26 10801 MASTIN BOULEVARD, SUITE 370 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $16,717 |
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS FINANCIAL, N.A, Service code 15 · EIN 45-6062081 | Recordkeeping | $9,671 |
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 | $33,887 | $59,186-42.7% | $76,768-55.9% | $56,287-39.8% |
| Participation rate | 69.6% | 75.2%-5.6pp | 77.0%-7.3pp | 69.9%-0.2pp |
| Annual return | 11.11% | 6.62%+4.5pp | 2.43%+8.7pp | -9.96%+21.1pp |
| Employer contribution / active EE | $198 | $1,759-88.7% | $2,485-92.0% | $2,111-90.6% |
| Participant deferral / active EE | $1,546 | $3,255-52.5% | $3,852-59.9% | $3,350-53.9% |
| Admin fee / account holder | $269 | $489-44.9% | $6,675-96.0% | $521-48.3% |