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.9 years Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 | Recordkeeping | $27,460 |
Filed as: INTELLICENTS INC. Service code 26 · EIN 41-1471080 | Advisory (Participants) | $15,347 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,265 | $62,327+75.3% | $120,354-9.2% | $74,495+46.7% |
| Participation rate | 96.6% | 56.8%+39.9pp | 71.9%+24.7pp | 67.2%+29.4pp |
| Annual return | 12.40% | 18.61%-6.2pp | 107.15%-94.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,069 | $1,843-42.0% | $3,463-69.1% | $2,623-59.2% |
| Participant deferral / active EE | $5,776 | $2,893+99.7% | $4,991+15.7% | $4,346+32.9% |
| Admin fee / account holder | $182 | $2,396-92.4% | $9,423-98.1% | $1,942-90.6% |