Filed July 1, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,602 |
NFP RETIREMENT INC4+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $19,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,464 | $37,196-7.3% | $154,107-77.6% | $55,725-38.2% |
| Participation rate | 45.2% | 64.1%-18.9pp | 83.0%-37.9pp | 70.9%-25.7pp |
| Annual return | -6.30% | 1319.68%-1326.0pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $320 | $1,614-80.2% | $5,298-94.0% | $2,078-84.6% |
| Participant deferral / active EE | $1,701 | $2,068-17.8% | $5,081-66.5% | $3,356-49.3% |
| Admin fee / account holder | $202 | $102+98.5% | $13,411-98.5% | $115+75.1% |