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.1 year Service code 15 · EIN 45-6052081 | Recordkeeping | $33,465 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $17,225 |
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 | $69,553 | $86,655-19.7% | $119,609-41.8% | $66,914+3.9% |
| Participation rate | 98.6% | 75.6%+23.0pp | 79.3%+19.3pp | 69.8%+28.8pp |
| Annual return | -15.63% | -8.00%-7.6pp | -14.97%-0.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,492 | $2,536-1.7% | $4,232-41.1% | $2,544-2.1% |
| Participant deferral / active EE | $9,518 | $4,358+118.4% | $5,602+69.9% | $4,237+124.6% |
| Admin fee / account holder | $313 | $755-58.5% | $10,323-97.0% | $593-47.3% |