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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $34,538 |
BRADY MARTZ & ASSOCIATES5+ years Filed as: BRADY, MARTZ AND ASSOCIATES, PC Service code 10 · EIN 45-0310328 | Accounting | $9,600 |
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 | $43,350 | $63,114-31.3% | $92,893-53.3% | $65,185-33.5% |
| Participation rate | 88.1% | 68.8%+19.3pp | 76.0%+12.1pp | 70.2%+17.9pp |
| Annual return | 22.68% | 28.75%-6.1pp | 109.41%-86.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,285 | $2,571-50.0% | $3,653-64.8% | $2,177-41.0% |
| Participant deferral / active EE | $2,913 | $3,108-6.3% | $4,236-31.2% | $3,514-17.1% |
| Admin fee / account holder | $257 | $624-58.8% | $5,794-95.6% | $847-69.7% |