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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $16,122 |
CHESME CAPITAL MANAGEMENT6+ years Service code 26 · EIN 20-0061957 | Advisory (Participants) | $2,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,551 | $27,839-80.1% | $58,482-90.5% | $71,457-92.2% |
| Participation rate | 85.0% | 34.5%+50.5pp | 50.9%+34.1pp | 67.9%+17.1pp |
| Annual return | 15.14% | 26.81%-11.7pp | 4239.32%-4224.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,018 | $1,206-15.6% | $1,924-47.1% | $4,289-76.3% |
| Admin fee / account holder | $150 | $1,641-90.9% | $2,516-94.0% | $1,587-90.6% |