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.9+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $30,955 |
BRADY MARTZ & ASSOCIATES9+ 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 | $35,214 | $61,272-42.5% | $149,673-76.5% | $71,457-50.7% |
| Participation rate | 96.9% | 62.5%+34.4pp | 78.8%+18.1pp | 67.9%+29.0pp |
| Annual return | 17.34% | 35.85%-18.5pp | 134.42%-117.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,832 | $2,378-23.0% | $4,818-62.0% | $2,588-29.2% |
| Participant deferral / active EE | $2,240 | $2,917-23.2% | $5,680-60.6% | $4,289-47.8% |
| Admin fee / account holder | $251 | $1,261-80.1% | $13,210-98.1% | $1,587-84.2% |