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 6-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 |
|---|---|---|
PENCHECKS1+ years Service code 49 · EIN 33-6134835 | Other Services | $40,270 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS Service code 21 · EIN 45-6062081 | Bank Trustee | $24,158 |
BALLARD SPAHR LLP1+ years Filed as: BALLARD SPAHR Service code 29 1675 BROADWAY, 19TH FLR · NEW YORK, NY 10019 | Legal | $7,149 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $62,022 | $116,175-46.6% | $93,606-33.7% | $152,861-59.4% |
| Participation rate | 0.0% | 78.0%-78.0pp | 75.8%-75.8pp | 82.4%-82.4pp |
| Annual return | 12.85% | 35.96%-23.1pp | 32.76%-19.9pp | 345.32%-332.5pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $72 | $10,748-99.3% | $7,888-99.1% | $11,596-99.4% |