Filed April 25, 2019
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 9-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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $27,044 |
CLIENTONE SECURITIES, LLC6+ years Service code 26 11460 TOMAHAWK CREEK PARKWAY · LEAWOOD, KS 66211 | Advisory (Participants) | $11,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,162 | $121,341+6.4% | $189,513-31.8% | $79,386+62.7% |
| Participation rate | 98.7% | 86.1%+12.6pp | 87.8%+10.9pp | 70.7%+28.0pp |
| Annual return | 17.34% | 21.08%-3.7pp | 555.15%-537.8pp | 116.85%-99.5pp |
| Employer contribution / active EE | $6,178 | $3,915+57.8% | $6,162+0.3% | $2,427+154.5% |
| Participant deferral / active EE | $7,932 | $6,395+24.0% | $8,221-3.5% | $4,046+96.1% |
| Admin fee / account holder | $191 | $651-70.7% | $12,045-98.4% | $626-69.5% |