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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $44,670 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ RETIREMENT SOLUTIONS Service code 22 6050 OAK TREE BLVD - SUITE 500 · CLEVELAND, OH 44131 | Insurance Broker | $21,443 |
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 | $244,162 | $72,448+237.0% | $118,746+105.6% | $69,631+250.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.3%+21.7pp | 70.7%+29.3pp |
| Annual return | 15.97% | 19.06%-3.1pp | 24.54%-8.6pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $16,793 | $3,771+345.4% | $4,193+300.5% | $2,032+726.4% |
| Participant deferral / active EE | $6,639 | $4,943+34.3% | $5,332+24.5% | $3,224+105.9% |
| Admin fee / account holder | $181 | $99+83.3% | $10,720-98.3% | $110+64.0% |