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.5+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $25,783 |
BRADY MARTZ & ASSOCIATES5+ years Filed as: BRADY MARTZ Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 582084296 | Accounting | $7,800 |
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 | $32,832 | $52,953-38.0% | $172,739-81.0% | $65,185-49.6% |
| Participation rate | 70.9% | 66.2%+4.7pp | 82.6%-11.8pp | 70.2%+0.7pp |
| Annual return | 20.03% | 30.12%-10.1pp | 802.84%-782.8pp | 29.38%-9.4pp |
| Employer contribution / active EE | $928 | $2,190-57.6% | $5,143-82.0% | $2,177-57.4% |
| Participant deferral / active EE | $1,011 | $2,471-59.1% | $5,198-80.5% | $3,514-71.2% |
| Admin fee / account holder | $202 | $472-57.1% | $13,954-98.6% | $847-76.1% |