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.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $57,090 |
Filed as: INTELLICENTS, INC. Service code 26 · EIN 41-1471080 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,536 | $87,870+23.5% | $113,168-4.1% | $74,304+46.1% |
| Participation rate | 93.1% | 70.7%+22.4pp | 76.6%+16.6pp | 60.3%+32.8pp |
| Annual return | 14.72% | 26.44%-11.7pp | 24.27%-9.5pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,049 | $2,277+33.9% | $2,975+2.5% | $2,241+36.0% |
| Participant deferral / active EE | $6,280 | $4,241+48.1% | $5,107+23.0% | $3,767+66.7% |
| Admin fee / account holder | $223 | $3,368-93.4% | $12,068-98.2% | $2,969-92.5% |