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 | $279,356 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $31,710 |
INTELLICENTS INVESTMENT SOLUTIONS I10+ years Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $27,000 |
SUMMIT FIDUCIARY GROUP3 years Filed as: SUMMIT FIDUCIARY GROUP, LLC Service code 25 · EIN 92-3858998 | Directed Trustee | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,398 | $128,899+67.9% | $113,168+91.2% | $102,872+110.4% |
| Participation rate | 99.5% | 87.0%+12.5pp | 76.6%+23.0pp | 73.0%+26.5pp |
| Annual return | 11.93% | 15.88%-4.0pp | 24.27%-12.3pp | 19.06%-7.1pp |
| Employer contribution / active EE | $7,981 | $3,713+115.0% | $2,975+168.3% | $3,526+126.3% |
| Participant deferral / active EE | $8,850 | $6,787+30.4% | $5,107+73.3% | $5,535+59.9% |
| Admin fee / account holder | $178 | $129+37.4% | $12,068-98.5% | $292-39.2% |