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.7+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $35,020 |
BRADY MARTZ & ASSOCIATES7+ years Filed as: BRADY MARTZ Service code 10 · EIN 45-0310328 PO BOX 14296 · GRAND FORKS, ND 582084296 | Accounting | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,344 | $61,156-40.6% | $185,823-80.4% | $79,386-54.2% |
| Participation rate | 75.6% | 66.6%+9.0pp | 81.7%-6.1pp | 70.7%+4.9pp |
| Annual return | 15.29% | 19.45%-4.2pp | 122.05%-106.8pp | 116.85%-101.6pp |
| Employer contribution / active EE | $1,130 | $2,321-51.3% | $5,167-78.1% | $2,427-53.5% |
| Participant deferral / active EE | $1,388 | $2,789-50.2% | $5,568-75.1% | $4,046-65.7% |
| Admin fee / account holder | $259 | $710-63.5% | $16,237-98.4% | $626-58.6% |