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 |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC5 years Filed as: EXCEL FINANCIAL Service code 26 321 MAIN STREET · RED WING, MN 55066 | Advisory (Participants) | $26,384 |
ALERUS FINANCIAL, N.A.5 years Filed as: ALERUS FINANCIAL Service code 13 · EIN 45-0140105 | Contract Administrator | $3,601 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,510 | $86,922+11.0% | $102,438-5.8% | $80,874+19.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.39% | 18.90%-4.5pp | 29.37%-15.0pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,328 | $2,369+40.5% | $3,024+10.1% | $2,756+20.8% |
| Participant deferral / active EE | $11,346 | $4,119+175.5% | $5,054+124.5% | $4,297+164.1% |
| Admin fee / account holder | $236 | $8,050-97.1% | $9,448-97.5% | $6,935-96.6% |