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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $189,714 |
ALERUS FINANCIAL, N.A.1+ years Filed as: ALERUS FINANCIAL NA Service code 16 · EIN 45-0410105 | Consulting | $55,000 |
ELLINGSON & ELLINGSON, LTD.1+ years Filed as: ELLINGSON AND ELLINGSON Service code 10 · EIN 41-1399624 | Accounting | $11,900 |
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 | $100,729 | $48,406+108.1% | $104,607-3.7% | $90,288+11.6% |
| Participation rate | 82.2% | 64.3%+17.9pp | 74.1%+8.1pp | 73.4%+8.8pp |
| Annual return | 14.04% | 18.72%-4.7pp | 340.46%-326.4pp | 53.97%-39.9pp |
| Employer contribution / active EE | $1,625 | $1,115+45.8% | $2,681-39.4% | $2,524-35.6% |
| Participant deferral / active EE | $5,472 | $2,436+124.6% | $3,740+46.3% | $4,232+29.3% |
| Admin fee / account holder | $105 | $76+38.6% | $6,473-98.4% | $114-7.8% |