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: ALDRICH WEALTH ADVISORS Service code 23 · EIN 93-1244319 | Investment advisory (participants); I... | $76,946 |
ALERUS FINANCIAL, N.A.5 years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-6062081 | Recordkeeping | $1,546 |
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 | $100,050 | $88,083+13.6% | $164,813-39.3% | $74,495+34.3% |
| Participation rate | 96.2% | 73.0%+23.1pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 11.75% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $5,024 | $2,593+93.7% | $4,341+15.7% | $2,623+91.5% |
| Participant deferral / active EE | $5,466 | $4,498+21.5% | $6,031-9.4% | $4,346+25.8% |
| Admin fee / account holder | $441 | $2,234-80.3% | $12,690-96.5% | $1,942-77.3% |