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 9-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 13 · EIN 42-0127290 | Contract Administrator | $16,575 |
PENDO ADVISORS1 year Filed as: PENDO Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $15,750 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS Service code 21 · EIN 45-0140105 | Bank Trustee | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,198 | $69,515-73.8% | $86,874-79.1% | $85,850-78.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | -16.23% | 20.12%-36.4pp | 63.52%-79.8pp | 318.53%-334.8pp |
| Employer contribution / active EE | $4,612 | $1,880+145.2% | $2,495+84.8% | $2,565+79.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $412 | $5,972-93.1% | $5,828-92.9% | $6,260-93.4% |