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.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $49,227 |
SCHENCK SC2 years Filed as: SCHENCK, S.C. Service code 10 · EIN 39-1173131 | Accounting | $10,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,664 | $155,795-77.8% | $136,294-74.6% | $69,631-50.2% |
| Participation rate | 85.9% | 75.2%+10.7pp | 81.9%+4.0pp | 70.7%+15.3pp |
| Annual return | 24.54% | 232464.33%-232439.8pp | 5155.94%-5131.4pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $599 | $2,991-80.0% | $4,695-87.3% | $2,032-70.5% |
| Participant deferral / active EE | $3,610 | $5,394-33.1% | $6,247-42.2% | $3,224+12.0% |
| Admin fee / account holder | $183 | $128+42.9% | $9,243-98.0% | $110+65.9% |