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) | $91,539 |
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $19,203 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,833 | $44,764-20.0% | $68,791-47.9% | $64,808-44.7% |
| Participation rate | 91.7% | 64.8%+26.9pp | 69.0%+22.7pp | 71.5%+20.2pp |
| Annual return | -16.56% | -10.91%-5.7pp | -6.38%-10.2pp | 32.82%-49.4pp |
| Employer contribution / active EE | $3,061 | $1,775+72.4% | $2,655+15.3% | $2,506+22.2% |
| Participant deferral / active EE | $3,467 | $3,238+7.1% | $3,941-12.0% | $4,310-19.6% |
| Admin fee / account holder | $325 | $151+114.6% | $4,932-93.4% | $188+72.9% |