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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $60,891 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ RETIREMENT SOLUTIONS Service code 22 6050 OAK TREE BLVD - SUITE 500 · CLEVELAND, OH 44131 | Insurance Broker | $53,956 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,179 | $96,486+164.5% | $153,432+66.3% | $77,671+228.5% |
| Participation rate | 99.5% | 81.6%+17.8pp | 77.1%+22.4pp | 70.6%+28.9pp |
| Annual return | 10.60% | 14.44%-3.8pp | 15.66%-5.1pp | 31.21%-20.6pp |
| Employer contribution / active EE | $18,579 | $5,224+255.7% | $5,038+268.8% | $2,726+581.4% |
| Participant deferral / active EE | $7,279 | $6,609+10.1% | $6,757+7.7% | $4,648+56.6% |
| Admin fee / account holder | $273 | $182+49.8% | $12,725-97.9% | $430-36.5% |