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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $40,577 |
BRADY MARTZ & ASSOCIATES9+ 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 | $48,946 | $76,670-36.2% | $96,683-49.4% | $71,457-31.5% |
| Participation rate | 85.6% | 66.6%+19.1pp | 74.3%+11.3pp | 67.9%+17.7pp |
| Annual return | 17.95% | 48.29%-30.3pp | 35.69%-17.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,374 | $3,031-21.7% | $3,737-36.5% | $2,588-8.3% |
| Participant deferral / active EE | $3,024 | $3,771-19.8% | $4,878-38.0% | $4,289-29.5% |
| Admin fee / account holder | $206 | $2,028-89.9% | $6,730-96.9% | $1,587-87.0% |