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 INVESTMENT SOLUTIONS Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $66,147 |
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $6,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,423 | $216,711-43.0% | $136,749-9.7% | $85,563+44.2% |
| Participation rate | 97.2% | 51.7%+45.4pp | 72.1%+25.0pp | 66.0%+31.2pp |
| Annual return | 14.78% | 15.26%-0.5pp | 24.33%-9.5pp | 31.51%-16.7pp |
| Employer contribution / active EE | $3,315 | $1,660+99.7% | $3,400-2.5% | $2,654+24.9% |
| Participant deferral / active EE | $5,447 | $2,635+106.7% | $4,692+16.1% | $4,375+24.5% |
| Admin fee / account holder | $199 | $1,223-83.8% | $11,386-98.3% | $834-76.2% |