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 8-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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $1,625 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,051 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,133 | $55,449-38.4% | $83,848-59.3% | $56,287-39.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -8.14% | -1.38%-6.8pp | 850.88%-859.0pp | -9.96%+1.8pp |
| Employer contribution / active EE | $6,434 | $2,430+164.7% | $3,631+77.2% | $2,111+204.8% |
| Participant deferral / active EE | $6,812 | $2,935+132.1% | $4,082+66.9% | $3,350+103.4% |
| Admin fee / account holder | $12 | $656-98.2% | $5,478-99.8% | $521-97.7% |