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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,608 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,868 | $51,466-18.6% | $78,778-46.9% | $62,292-32.8% |
| Participation rate | 60.0% | 59.8%+0.2pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 15.36% | 19.96%-4.6pp | 35.62%-20.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $563 | $827-32.0% | $1,986-71.7% | $2,042-72.4% |
| Participant deferral / active EE | $1,963 | $2,147-8.6% | $2,958-33.6% | $3,169-38.1% |
| Admin fee / account holder | $36 | $489-92.7% | $5,134-99.3% | $479-92.5% |