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 | $46,398 |
Filed as: INTELLICENTS, INC Service code 26 · EIN 41-1471080 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,628 | $80,724-58.3% | $103,333-67.5% | $74,495-54.9% |
| Participation rate | 91.0% | 65.7%+25.3pp | 74.5%+16.4pp | 67.2%+23.8pp |
| Annual return | 12.01% | 27.56%-15.5pp | 24.88%-12.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,918 | $3,157-7.6% | $3,868-24.6% | $2,623+11.2% |
| Participant deferral / active EE | $4,433 | $3,860+14.8% | $5,057-12.4% | $4,346+2.0% |
| Admin fee / account holder | $141 | $2,368-94.1% | $8,355-98.3% | $1,942-92.8% |