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 |
|---|---|---|
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $26,692 |
E. COHEN AND COMPANY, CPAS3+ years Service code 10 · EIN 52-1754364 | Accounting | $9,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,081 | $57,354-30.1% | $83,848-52.2% | $64,186-37.6% |
| Participation rate | 81.7% | 68.6%+13.1pp | 76.1%+5.6pp | 69.6%+12.2pp |
| Annual return | -3.73% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,610 | $2,993-12.8% | $4,082-36.0% | $3,470-24.8% |
| Admin fee / account holder | $243 | $4,046-94.0% | $5,478-95.6% | $4,888-95.0% |