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 7-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 |
|---|---|---|
Filed as: PETERSON HASTINGS INVESTMENT MGMT Service code 27 · EIN 91-1216229 | Advisory (Plan) | $29,063 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS FINANCIAL, NA Service code 15 · EIN 45-6062081 | Recordkeeping | $13,118 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,531 | $101,317-76.8% | $146,958-84.0% | $74,495-68.4% |
| Participation rate | 92.4% | 75.5%+16.9pp | 82.2%+10.2pp | 67.2%+25.2pp |
| Annual return | 11.74% | 8730.91%-8719.2pp | 418.34%-406.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,324 | $3,810-39.0% | $4,933-52.9% | $2,623-11.4% |
| Participant deferral / active EE | $4,028 | $7,303-44.8% | $8,070-50.1% | $4,346-7.3% |
| Admin fee / account holder | $237 | $1,739-86.4% | $12,998-98.2% | $1,942-87.8% |