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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $45,446 |
BRADY MARTZ & ASSOCIATES8+ years Filed as: BRADY, MARTZ AND ASSOCIATES, PC Service code 10 · EIN 45-0310328 | Accounting | $10,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,306 | $64,119-27.8% | $112,228-58.7% | $66,914-30.8% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.1%+11.6pp | 69.8%+16.9pp |
| Annual return | -14.64% | -13.81%-0.8pp | 27.45%-42.1pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,767 | $3,005-41.2% | $3,635-51.4% | $2,544-30.5% |
| Participant deferral / active EE | $3,028 | $3,693-18.0% | $4,728-36.0% | $4,237-28.5% |
| Admin fee / account holder | $241 | $625-61.4% | $6,410-96.2% | $593-59.3% |