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.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $37,893 |
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 | $24,329 | $64,119-62.1% | $112,228-78.3% | $66,914-63.6% |
| Participation rate | 97.5% | 68.5%+29.0pp | 75.1%+22.4pp | 69.8%+27.7pp |
| Annual return | -17.26% | -13.81%-3.4pp | 27.45%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,047 | $3,005-31.9% | $3,635-43.7% | $2,544-19.5% |
| Participant deferral / active EE | $4,082 | $3,693+10.5% | $4,728-13.7% | $4,237-3.7% |
| Admin fee / account holder | $124 | $625-80.2% | $6,410-98.1% | $593-79.1% |