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 |
|---|---|---|
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $84,246 |
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS Service code 21 · EIN 45-6062081 | Bank Trustee | $50,000 |
GRANT THORNTON LLP1 year Service code 10 171 N. CLARK STREET, SUITE 200 · CHICAGO, IL 60601 | Accounting | $27,875 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $73,137 | $118,680-38.4% | $98,907-26.1% | $158,922-54.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.0%-76.0pp | 82.0%-82.0pp |
| Annual return | 17.69% | 372.35%-354.7pp | 196.43%-178.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $165 | $10,131-98.4% | $6,642-97.5% | $11,246-98.5% |