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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $45,708 |
BRADY MARTZ & ASSOCIATES10+ years Filed as: BRADY, MARTZ AND ASSOCIATES, PC Service code 10 · EIN 45-0310328 | Accounting | $10,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,001 | $80,724-35.6% | $103,333-49.7% | $74,495-30.2% |
| Participation rate | 83.8% | 65.7%+18.1pp | 74.5%+9.3pp | 67.2%+16.6pp |
| Annual return | 14.22% | 27.56%-13.3pp | 24.88%-10.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,191 | $3,157-30.6% | $3,868-43.4% | $2,623-16.5% |
| Participant deferral / active EE | $3,136 | $3,860-18.8% | $5,057-38.0% | $4,346-27.8% |
| Admin fee / account holder | $208 | $2,368-91.2% | $8,355-97.5% | $1,942-89.3% |