Filed January 28, 2026
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 9-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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $153,882 |
Filed as: INTELLICENTS INC Service code 26 · EIN 45-6062081 | Advisory (Participants) | $67,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,676 | $104,919-34.5% | $116,228-40.9% | $85,563-19.7% |
| Participation rate | 91.0% | 78.6%+12.4pp | 74.6%+16.4pp | 66.0%+25.0pp |
| Annual return | 14.76% | 15.38%-0.6pp | 90.06%-75.3pp | 31.51%-16.8pp |
| Employer contribution / active EE | $3,889 | $3,485+11.6% | $2,994+29.9% | $2,654+46.6% |
| Participant deferral / active EE | $6,020 | $5,306+13.5% | $4,953+21.5% | $4,375+37.6% |
| Admin fee / account holder | $287 | $429-33.0% | $11,989-97.6% | $834-65.6% |