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 |
|---|---|---|
ALERUS FINANCIAL, N.A.2 years Service code 64 · EIN 45-0140105 | Recordkeeping Fees | $0 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,012 | $60,9890% | $60,874+0.2% | $66,914-8.8% |
| Participation rate | 47.7% | 74.5%-26.8pp | 73.1%-25.4pp | 69.8%-22.1pp |
| Annual return | -10.54% | -9.60%-0.9pp | 16.90%-27.4pp | 1.58%-12.1pp |
| Employer contribution / active EE | $2,122 | $2,661-20.3% | $2,701-21.5% | $2,544-16.6% |
| Participant deferral / active EE | $2,053 | $3,615-43.2% | $3,817-46.2% | $4,237-51.6% |
| Admin fee / account holder | $153 | $338-54.7% | $3,224-95.2% | $593-74.2% |