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 |
|---|---|---|
ACCREDITED INVESTOR SERVICES, LLC10+ years Service code 16 · EIN 81-3320514 | Consulting | $141,279 |
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $26,527 |
CLIFTONLARSONALLEN LLP11+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $5,670 |
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 | $61,389 | $61,058+0.5% | $71,209-13.8% | $85,563-28.3% |
| Participation rate | 82.1% | 58.6%+23.5pp | 73.8%+8.3pp | 66.0%+16.1pp |
| Annual return | 13.29% | 100.41%-87.1pp | 282.51%-269.2pp | 31.51%-18.2pp |
| Employer contribution / active EE | $715 | $2,199-67.5% | $2,721-73.7% | $2,654-73.0% |
| Participant deferral / active EE | $2,208 | $3,173-30.4% | $4,175-47.1% | $4,375-49.5% |
| Admin fee / account holder | $488 | $855-42.9% | $5,349-90.9% | $834-41.5% |