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 |
|---|---|---|
Filed as: INTELLICENTS INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $118,198 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $57,556 |
Filed as: FIDELITY INVESTMENTS Service code 18 · EIN 04-3523567 | Custodial (securities); Custodial (ot... | $19,559 |
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 | $190,275 | $74,024+157.0% | $77,999+143.9% | $57,658+230.0% |
| Participation rate | 92.3% | 79.7%+12.6pp | 75.5%+16.8pp | 70.2%+22.1pp |
| Annual return | 8.77% | 12.14%-3.4pp | 425.96%-417.2pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,313 | $2,365+40.1% | $2,470+34.1% | $1,974+67.8% |
| Participant deferral / active EE | $11,416 | $3,533+223.1% | $3,497+226.5% | $3,061+273.0% |
| Admin fee / account holder | $282 | $93+202.3% | $5,480-94.9% | $95+198.0% |