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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $25,965 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $16,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,902 | $64,119-5.0% | $112,228-45.7% | $66,914-9.0% |
| Participation rate | 75.7% | 68.5%+7.3pp | 75.1%+0.7pp | 69.8%+5.9pp |
| Annual return | -15.90% | -13.81%-2.1pp | 27.45%-43.4pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,751 | $3,693-25.5% | $4,728-41.8% | $4,237-35.1% |
| Admin fee / account holder | $430 | $625-31.2% | $6,410-93.3% | $593-27.5% |