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 |
|---|---|---|
Service code 50 · EIN 31-1582098 | Direct Payment | $18,895 |
ALERUS FINANCIAL, N.A.2 years Service code 27 · EIN 45-6062081 | Advisory (Plan) | $14,357 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,374 | $55,449+8.9% | $83,848-28.0% | $56,287+7.3% |
| Participation rate | 79.4% | 68.0%+11.4pp | 76.1%+3.3pp | 69.9%+9.5pp |
| Annual return | -5.39% | -1.38%-4.0pp | 850.88%-856.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,413 | $2,430-0.7% | $3,631-33.5% | $2,111+14.3% |
| Participant deferral / active EE | $3,303 | $2,935+12.5% | $4,082-19.1% | $3,350-1.4% |
| Admin fee / account holder | $165 | $656-74.8% | $5,478-97.0% | $521-68.2% |