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 Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $13,131 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,000 |
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 | $87,652 | $69,362+26.4% | $101,248-13.4% | $73,488+19.3% |
| Participation rate | 72.6% | 68.4%+4.2pp | 75.8%-3.2pp | 70.7%+1.9pp |
| Annual return | 14.39% | 18.46%-4.1pp | 46.47%-32.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $18,050 | $2,628+586.8% | $3,660+393.2% | $2,270+695.1% |
| Participant deferral / active EE | $2,184 | $3,300-33.8% | $4,370-50.0% | $3,740-41.6% |
| Admin fee / account holder | $152 | $704-78.5% | $5,945-97.5% | $513-70.5% |