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.6+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $31,050 |
BRADY MARTZ & ASSOCIATES6+ years Filed as: BRADY MARTZ Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 582084296 | Accounting | $7,900 |
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 | $35,104 | $58,879-40.4% | $178,490-80.3% | $73,488-52.2% |
| Participation rate | 75.0% | 66.2%+8.8pp | 81.9%-6.9pp | 70.7%+4.3pp |
| Annual return | 14.75% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,074 | $2,236-52.0% | $5,011-78.6% | $2,270-52.7% |
| Participant deferral / active EE | $1,240 | $2,567-51.7% | $5,202-76.2% | $3,740-66.8% |
| Admin fee / account holder | $228 | $400-43.1% | $13,984-98.4% | $513-55.6% |