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.11+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $254,928 |
SYMMETRY PARTNERS, LLC11+ years Service code 26 · EIN 06-1482171 | Advisory (Participants) | $130,317 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,445 | $145,877+16.8% | $150,045+13.6% | $102,872+65.7% |
| Participation rate | 97.7% | 79.8%+17.9pp | 82.3%+15.4pp | 73.0%+24.7pp |
| Annual return | 15.67% | 21.37%-5.7pp | 62.55%-46.9pp | 19.06%-3.4pp |
| Employer contribution / active EE | $8,652 | $4,710+83.7% | $4,693+84.3% | $3,526+145.3% |
| Participant deferral / active EE | $9,556 | $9,491+0.7% | $7,997+19.5% | $5,535+72.6% |
| Admin fee / account holder | $93 | $176-47.0% | $13,435-99.3% | $292-68.1% |