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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $43,671 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ RETIREMENT SOLUTIONS Service code 22 6050 OAK TREE BLVD - SUITE 500 · CLEVELAND, OH 44131 | Insurance Broker | $17,190 |
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 | $191,755 | $66,750+187.3% | $105,722+81.4% | $57,658+232.6% |
| Participation rate | 99.7% | 79.2%+20.6pp | 78.9%+20.8pp | 70.2%+29.5pp |
| Annual return | 7.66% | 10.99%-3.3pp | 12.25%-4.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $15,901 | $3,766+322.2% | $4,079+289.8% | $1,974+705.6% |
| Participant deferral / active EE | $6,353 | $4,933+28.8% | $5,326+19.3% | $3,061+107.6% |
| Admin fee / account holder | $158 | $88+79.5% | $8,308-98.1% | $95+66.8% |