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 10-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.11+ years Filed as: ALERUS FINANCIAL Service code 15 · EIN 45-0662081 | Recordkeeping | $28,538 |
CBIZ RETIREMENT PLAN SERVICES10+ years Service code 51 · EIN 31-1582098 | Investment Mgmt Fees | $16,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,132 | $86,944-56.1% | $107,525-64.5% | $74,304-48.7% |
| Participation rate | 80.8% | 59.6%+21.2pp | 75.1%+5.7pp | 60.3%+20.4pp |
| Annual return | 16.46% | 23.52%-7.1pp | 181.32%-164.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,110 | $2,757-59.7% | $3,754-70.4% | $2,241-50.5% |
| Participant deferral / active EE | $2,366 | $3,554-33.4% | $5,116-53.8% | $3,767-37.2% |
| Admin fee / account holder | $191 | $3,727-94.9% | $8,919-97.9% | $2,969-93.6% |