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.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $3,656 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,637 |
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 | $46,764 | $63,114-25.9% | $92,893-49.7% | $65,185-28.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 24.99% | 28.75%-3.8pp | 109.41%-84.4pp | 29.38%-4.4pp |
| Employer contribution / active EE | $4,428 | $2,571+72.2% | $3,653+21.2% | $2,177+103.4% |
| Participant deferral / active EE | $7,479 | $3,108+140.6% | $4,236+76.6% | $3,514+112.9% |
| Admin fee / account holder | $25 | $624-96.1% | $5,794-99.6% | $847-97.1% |