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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.
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| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $150,261 |
STRATEGENCE CAPITAL LLC4+ years Service code 26 10406 STATE ROUTE 118 · VAN WERT, OH 45891 | Advisory (Participants) | $72,505 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,477 | $78,852-55.0% | $76,768-53.8% | $75,289-52.9% |
| Participation rate | 92.9% | 85.0%+7.9pp | 77.0%+15.9pp | 72.4%+20.4pp |
| Annual return | -5.97% | -1.29%-4.7pp | 2.43%-8.4pp | -0.04%-5.9pp |
| Employer contribution / active EE | $2,176 | $2,794-22.1% | $2,485-12.5% | $2,405-9.5% |
| Participant deferral / active EE | $3,097 | $4,800-35.5% | $3,852-19.6% | $3,739-17.2% |
| Admin fee / account holder | $131 | $79+65.2% | $6,675-98.0% | $102+27.6% |