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.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $50,963 |
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 | $30,366 | $76,670-60.4% | $96,683-68.6% | $71,457-57.5% |
| Participation rate | 93.6% | 66.6%+27.0pp | 74.3%+19.2pp | 67.9%+25.6pp |
| Annual return | 16.95% | 48.29%-31.3pp | 35.69%-18.7pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,043 | $3,031-32.6% | $3,737-45.3% | $2,588-21.0% |
| Participant deferral / active EE | $4,696 | $3,771+24.5% | $4,878-3.7% | $4,289+9.5% |
| Admin fee / account holder | $163 | $2,028-91.9% | $6,730-97.6% | $1,587-89.7% |