Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,585 | $59,402-43.5% | $93,654-64.1% | $74,546-54.9% |
| Participation rate | 60.6% | 59.7%+0.9pp | 68.7%-8.1pp | 67.2%-6.6pp |
| Annual return | 16.30% | 81.86%-65.6pp | 133.34%-117.0pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $850 | $1,265-32.8% | $2,421-64.9% | $2,624-67.6% |
| Participant deferral / active EE | $2,904 | $3,049-4.8% | $4,413-34.2% | $4,347-33.2% |
| Admin fee / account holder | $140 | $3,023-95.4% | $8,282-98.3% | $1,944-92.8% |