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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $26,886 |
NFP RETIREMENT INC6+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $21,649 |
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 | $52,122 | $52,293-0.3% | $178,490-70.8% | $73,409-29.0% |
| Participation rate | 44.9% | 65.3%-20.4pp | 81.9%-37.0pp | 72.2%-27.3pp |
| Annual return | 20.71% | 34.75%-14.0pp | 151.07%-130.4pp | 59.29%-38.6pp |
| Employer contribution / active EE | $366 | $1,735-78.9% | $5,011-92.7% | $2,234-83.6% |
| Participant deferral / active EE | $2,032 | $2,332-12.9% | $5,202-60.9% | $3,805-46.6% |
| Admin fee / account holder | $241 | $127+89.6% | $13,984-98.3% | $158+52.9% |