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 |
|---|---|---|
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $42,613 |
ALERUS FINANCIAL, N.A.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,471 | $69,763+2.4% | $67,502+5.9% | $74,495-4.1% |
| Participation rate | 84.7% | 71.4%+13.4pp | 72.9%+11.8pp | 67.2%+17.5pp |
| Annual return | 12.57% | -40.34%+52.9pp | 3512.12%-3499.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,695 | $2,704+36.6% | $2,731+35.3% | $2,623+40.9% |
| Participant deferral / active EE | $7,341 | $3,636+101.9% | $4,000+83.5% | $4,346+68.9% |
| Admin fee / account holder | $331 | $896-63.0% | $3,998-91.7% | $1,942-82.9% |