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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,668 |
NFP RETIREMENT INC5+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $19,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,276 | $62,928-31.2% | $172,739-74.9% | $67,579-36.0% |
| Participation rate | 45.1% | 64.5%-19.3pp | 82.6%-37.5pp | 71.3%-26.2pp |
| Annual return | 23.35% | 30.36%-7.0pp | 802.84%-779.5pp | 378.56%-355.2pp |
| Employer contribution / active EE | $322 | $1,636-80.3% | $5,143-93.7% | $2,148-85.0% |
| Participant deferral / active EE | $1,803 | $2,145-15.9% | $5,198-65.3% | $3,539-49.1% |
| Admin fee / account holder | $209 | $167+25.6% | $13,954-98.5% | $142+47.1% |