See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $19,136 |
CHESME CAPITAL MANAGEMENT7+ years Service code 26 · EIN 20-0061957 | Advisory (Participants) | $3,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,671 | $34,934-80.9% | $56,411-88.2% | $74,495-91.0% |
| Participation rate | 60.2% | 32.8%+27.4pp | 52.5%+7.8pp | 67.2%-7.0pp |
| Annual return | 14.79% | 25.94%-11.1pp | 1701.33%-1686.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $883 | $1,170-24.6% | $1,952-54.8% | $4,346-79.7% |
| Admin fee / account holder | $175 | $2,364-92.6% | $2,829-93.8% | $1,942-91.0% |