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 5-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: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $75,523 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, MN 80111 | Recordkeeping Fees | $23,377 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS FINANCIAL NA Service code 13 PO BOX 6001 · GRAND FORKS, ND 58201 | Contract Administrator | $4,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,125 | $50,815+167.9% | $155,509-12.5% | $77,643+75.3% |
| Participation rate | 83.9% | 63.1%+20.8pp | 78.2%+5.7pp | 70.6%+13.3pp |
| Annual return | 18.16% | 34.80%-16.6pp | 64.67%-46.5pp | 31.24%-13.1pp |
| Employer contribution / active EE | $2,124 | $1,993+6.6% | $4,672-54.5% | $2,726-22.1% |
| Participant deferral / active EE | $4,897 | $2,822+73.5% | $5,626-13.0% | $4,647+5.4% |
| Admin fee / account holder | $336 | $437-23.0% | $15,912-97.9% | $430-21.9% |