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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $29,819 |
NFP RETIREMENT INC8+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $22,999 |
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 | $38,795 | $46,292-16.2% | $143,757-73.0% | $64,808-40.1% |
| Participation rate | 41.8% | 64.2%-22.5pp | 80.3%-38.5pp | 71.5%-29.7pp |
| Annual return | -19.69% | -10.05%-9.6pp | -0.04%-19.6pp | 32.82%-52.5pp |
| Employer contribution / active EE | $405 | $1,910-78.8% | $4,951-91.8% | $2,506-83.8% |
| Participant deferral / active EE | $2,300 | $2,646-13.0% | $5,637-59.2% | $4,310-46.6% |
| Admin fee / account holder | $258 | $154+67.8% | $14,673-98.2% | $188+37.4% |