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.9 years Service code 15 · EIN 45-6062081 | Recordkeeping | $98,859 |
HARBOUR INVESTMENTS INC5 years Service code 26 · EIN 39-1571149 | Advisory (Participants) | $704 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,643 | $98,727-13.3% | $113,168-24.3% | $85,563+0.1% |
| Participation rate | 87.7% | 80.8%+6.8pp | 76.6%+11.1pp | 66.0%+21.7pp |
| Annual return | 9.83% | 17.43%-7.6pp | 24.27%-14.4pp | 31.51%-21.7pp |
| Employer contribution / active EE | $2,707 | $2,907-6.9% | $2,975-9.0% | $2,654+2.0% |
| Participant deferral / active EE | $5,987 | $5,424+10.4% | $5,107+17.2% | $4,375+36.8% |
| Admin fee / account holder | $254 | $357-28.8% | $12,068-97.9% | $834-69.6% |