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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $3,328 |
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,767 | $83,477-24.8% | $125,175-49.9% | $72,985-14.0% |
| Participation rate | 87.2% | 73.3%+13.9pp | 79.8%+7.5pp | 69.5%+17.7pp |
| Annual return | 19.80% | 25.78%-6.0pp | 43.79%-24.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $6,020 | $2,345+156.7% | $3,865+55.7% | $2,440+146.7% |
| Participant deferral / active EE | $2,873 | $3,585-19.9% | $4,937-41.8% | $3,607-20.4% |
| Admin fee / account holder | $39 | $5,517-99.3% | $9,702-99.6% | $5,124-99.2% |