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 |
|---|---|---|
Service code 16 · EIN 81-3320514 | Consulting | $102,431 |
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $42,369 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $7,140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,074 | $58,290-5.5% | $98,442-44.1% | $86,799-36.6% |
| Participation rate | 89.7% | 68.3%+21.4pp | 73.3%+16.4pp | 72.3%+17.4pp |
| Annual return | 15.15% | 43.48%-28.3pp | 1492.73%-1477.6pp | 97.91%-82.8pp |
| Employer contribution / active EE | $799 | $2,008-60.2% | $2,960-73.0% | $2,405-66.8% |
| Participant deferral / active EE | $2,349 | $3,152-25.5% | $4,276-45.1% | $4,131-43.1% |
| Admin fee / account holder | $369 | $138+167.8% | $5,949-93.8% | $170+117.5% |