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: SECURIAN FINANCIAL SERVICES, INC. Service code 55 400 ROBERT STREET NORTH · ST. PAUL, MN 55101 | Other Commissions | $61,181 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS Service code 15 · EIN 45-6062081 | Recordkeeping | $5,693 |
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 | $88,261 | $84,487+4.5% | $125,339-29.6% | $66,914+31.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.59% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $4,883 | $3,553+37.4% | $4,814+1.4% | $2,544+91.9% |
| Participant deferral / active EE | $7,225 | $6,781+6.6% | $7,446-3.0% | $4,237+70.5% |
| Admin fee / account holder | $405 | $685-40.8% | $10,010-96.0% | $593-31.7% |