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: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,500 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $15,202 |
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 | $76,173 | $63,114+20.7% | $92,893-18.0% | $65,185+16.9% |
| Participation rate | 81.6% | 68.8%+12.8pp | 76.0%+5.6pp | 70.2%+11.4pp |
| Annual return | 17.37% | 28.75%-11.4pp | 109.41%-92.0pp | 29.38%-12.0pp |
| Employer contribution / active EE | $15,110 | $2,571+487.8% | $3,653+313.7% | $2,177+594.2% |
| Participant deferral / active EE | $2,096 | $3,108-32.6% | $4,236-50.5% | $3,514-40.4% |
| Admin fee / account holder | $261 | $624-58.1% | $5,794-95.5% | $847-69.2% |