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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.
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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 |
|---|---|---|
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,657 |
WIDMER ROEL PC1 year Filed as: WIDMER ROEL, CPA'S Service code 10 · EIN 45-0334950 | Accounting | $8,805 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,391 | $122,239-87.4% | $184,203-91.6% | $74,495-79.3% |
| Participation rate | 98.7% | 85.5%+13.3pp | 86.8%+11.9pp | 67.2%+31.5pp |
| Annual return | 22.11% | 19.95%+2.2pp | 28.81%-6.7pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $975 | $4,537-78.5% | $6,427-84.8% | $2,623-62.8% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $96 | $1,260-92.4% | $13,901-99.3% | $1,942-95.0% |