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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $41,464 |
BRADY MARTZ & ASSOCIATES4+ years Filed as: BRADY, MARTZ AND ASSOCIATES, PC Service code 10 · EIN 45-0310328 | Accounting | $9,500 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,612 | $55,449-43.0% | $83,848-62.3% | $56,287-43.8% |
| Participation rate | 93.0% | 68.0%+25.0pp | 76.1%+16.9pp | 69.9%+23.1pp |
| Annual return | -6.66% | -1.38%-5.3pp | 850.88%-857.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,143 | $2,430-11.8% | $3,631-41.0% | $2,111+1.5% |
| Participant deferral / active EE | $4,388 | $2,935+49.5% | $4,082+7.5% | $3,350+31.0% |
| Admin fee / account holder | $248 | $656-62.2% | $5,478-95.5% | $521-52.4% |