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 |
|---|---|---|
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $41,845 |
BRADY MARTZ & ASSOCIATES7+ years Filed as: BRADY, MARTZ AND ASSOCIATES, PC Service code 10 · EIN 45-0310328 | Accounting | $9,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,805 | $77,660-43.6% | $109,143-59.9% | $79,386-44.8% |
| Participation rate | 93.5% | 67.8%+25.7pp | 75.9%+17.7pp | 70.7%+22.8pp |
| Annual return | 16.54% | 23.44%-6.9pp | 25.75%-9.2pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,502 | $2,797-46.3% | $3,722-59.6% | $2,427-38.1% |
| Participant deferral / active EE | $2,803 | $3,518-20.3% | $4,653-39.8% | $4,046-30.7% |
| Admin fee / account holder | $177 | $732-75.8% | $6,752-97.4% | $626-71.7% |