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: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $26,908 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS RETIREMENT CONSULTING Service code 15 · EIN 45-0140105 | Recordkeeping | $3,450 |
WOODBURY FINANCIAL SERVICES2 years Service code 22 · EIN 41-0944586 | Insurance Broker | $1,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,291 | $50,956-17.0% | $96,562-56.2% | $86,799-51.3% |
| Participation rate | 28.8% | 65.2%-36.4pp | 69.8%-41.0pp | 72.3%-43.4pp |
| Annual return | 11.80% | 21.27%-9.5pp | 37.78%-26.0pp | 97.91%-86.1pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,385 | $2,954-53.1% | $3,849-64.0% | $4,131-66.5% |
| Admin fee / account holder | $183 | $166+10.5% | $6,181-97.0% | $170+8.2% |