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 |
|---|---|---|
Filed as: COMPASS CAPITAL MANAGEMENT, INC. Service code 27 · EIN 41-1611668 | Advisory (Plan) | $76,762 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $21,872 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,000 | $55,636-4.7% | $81,983-35.4% | $73,488-27.9% |
| Participation rate | 78.3% | 62.3%+16.0pp | 69.2%+9.1pp | 70.7%+7.7pp |
| Annual return | 19.21% | 19.07%+0.1pp | 41.31%-22.1pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,676 | $1,625+3.2% | $2,498-32.9% | $2,270-26.2% |
| Participant deferral / active EE | $2,892 | $2,762+4.7% | $3,722-22.3% | $3,740-22.7% |
| Admin fee / account holder | $436 | $493-11.4% | $5,664-92.3% | $513-14.9% |