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 5-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.3 years Service code 15 · EIN 45-6052081 | Recordkeeping | $40,353 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $17,339 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,379 | $88,083+9.4% | $164,813-41.5% | $74,495+29.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 18.04% | 17.26%+0.8pp | 69.93%-51.9pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $2,612 | $2,593+0.7% | $4,341-39.8% | $2,623-0.4% |
| Participant deferral / active EE | $10,514 | $4,498+133.7% | $6,031+74.3% | $4,346+141.9% |
| Admin fee / account holder | $348 | $2,234-84.4% | $12,690-97.3% | $1,942-82.1% |