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.4+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 59 · EIN 45-6062081 | Shareholder Servicing | $28,813 |
Filed as: ALDRICH WEALTH ADVISORS Service code 28 · EIN 93-1244319 | Investment Management | $12,301 |
Filed as: TALBOT, KORVOLA, WARWICK, LLP Service code 10 · EIN 93-0954337 | Accounting | $6,300 |
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 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 | $115,017 | $180,449-36.3% | $154,107-25.4% | $135,375-15.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.77% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,601 | $6,035+42.5% | $5,298+62.4% | $4,779+80.0% |
| Participant deferral / active EE | $17,861 | $5,806+207.6% | $5,081+251.5% | $5,609+218.4% |
| Admin fee / account holder | $772 | $16,143-95.2% | $13,411-94.2% | $10,827-92.9% |