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.11+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $60,875 |
BRADY MARTZ, PLLC1 year Service code 10 · EIN 99-2923038 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,668 | $86,944-24.5% | $107,525-38.9% | $74,304-11.6% |
| Participation rate | 86.2% | 59.6%+26.6pp | 75.1%+11.1pp | 60.3%+25.8pp |
| Annual return | 16.21% | 23.52%-7.3pp | 181.32%-165.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,464 | $2,757-10.6% | $3,754-34.4% | $2,241+9.9% |
| Participant deferral / active EE | $3,955 | $3,554+11.3% | $5,116-22.7% | $3,767+5.0% |
| Admin fee / account holder | $263 | $3,727-93.0% | $8,919-97.1% | $2,969-91.2% |