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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $12,027 |
CHESME CAPITAL MANAGEMENT3+ years Service code 26 · EIN 20-0061957 | Advisory (Participants) | $2,086 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,151 | $35,986-80.1% | $77,482-90.8% | $73,488-90.3% |
| Participation rate | 71.8% | 40.8%+31.0pp | 54.2%+17.6pp | 70.7%+1.1pp |
| Annual return | 9.91% | 19.26%-9.3pp | 54.79%-44.9pp | 28.51%-18.6pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $757 | $1,198-36.8% | $1,861-59.4% | $3,740-79.8% |
| Admin fee / account holder | $150 | $466-67.8% | $2,858-94.7% | $513-70.7% |