See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMPASS CAPITAL MANAGEMENT, INC. Service code 27 · EIN 41-1611668 | Advisory (Plan) | $113,001 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $63,489 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,330 | $85,022-65.5% | $70,515-58.4% | $139,434-79.0% |
| Participation rate | 73.9% | 73.9%0pp | 68.3%+5.6pp | 80.3%-6.4pp |
| Annual return | 15.85% | 30.38%-14.5pp | 32.77%-16.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $27,235 | $3,909+596.7% | $2,973+815.9% | $4,751+473.3% |
| Participant deferral / active EE | $44,585 | $5,890+656.9% | $4,567+876.3% | $6,710+564.4% |
| Admin fee / account holder | $849 | $8,906-90.5% | $6,412-86.8% | $11,403-92.6% |