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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $36,834 |
BRADY MARTZ & ASSOCIATES3+ years Filed as: BRADY, MARTZ AND ASSOCIATES, PC Service code 10 · EIN 45-0310328 | Accounting | $9,400 |
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 | $28,591 | $58,726-51.3% | $92,233-69.0% | $62,292-54.1% |
| Participation rate | 91.0% | 68.3%+22.7pp | 76.5%+14.6pp | 69.5%+21.5pp |
| Annual return | 15.94% | 43.62%-27.7pp | 176.28%-160.3pp | 28.90%-13.0pp |
| Employer contribution / active EE | $945 | $2,392-60.5% | $3,679-74.3% | $2,042-53.7% |
| Participant deferral / active EE | $3,225 | $2,766+16.6% | $3,897-17.3% | $3,169+1.7% |
| Admin fee / account holder | $201 | $556-63.9% | $5,194-96.1% | $479-58.1% |