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 | $27,797 |
RBC WEALTH MANAGEMENT8 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $18,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,585 | $59,417-43.5% | $93,606-64.1% | $74,495-54.9% |
| Participation rate | 60.6% | 59.7%+0.9pp | 68.7%-8.1pp | 67.2%-6.6pp |
| Annual return | 16.30% | 81.83%-65.5pp | 133.20%-116.9pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $850 | $1,264-32.8% | $2,420-64.9% | $2,623-67.6% |
| Participant deferral / active EE | $2,904 | $3,050-4.8% | $4,411-34.2% | $4,346-33.2% |
| Admin fee / account holder | $140 | $3,021-95.4% | $8,285-98.3% | $1,942-92.8% |