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 |
|---|---|---|
UNITED INCOME1 year Filed as: UNITED INCOME, INC. Service code 51 · EIN 81-2922803 1660 L STREET, NW · WASHINGTON, DC 20036 | Investment Mgmt Fees | $14,946 |
ALERUS FINANCIAL, N.A.4+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-6062081 901 13TH AVE EAST · FARGO, ND 58078 | Recordkeeping | $6,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,834 | $42,548+59.4% | $74,550-9.0% | $56,287+20.5% |
| Participation rate | 63.5% | 60.5%+3.0pp | 69.1%-5.7pp | 69.9%-6.4pp |
| Annual return | -5.38% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,372 | $855+60.4% | $1,961-30.0% | $2,111-35.0% |
| Participant deferral / active EE | $2,246 | $2,277-1.4% | $3,108-27.7% | $3,350-33.0% |
| Admin fee / account holder | $179 | $467-61.6% | $5,060-96.5% | $521-65.6% |