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 Filed as: ALERUS RETIREMENT SOLUTIONS Service code 13 · EIN 45-6062081 | Contract Administrator | $105,983 |
CLIFTONLARSONALLEN LLP11+ years Service code 10 · EIN 41-0746749 | Accounting | $18,900 |
Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $8,450 |
WILSON-MCSHANE CORPORATION4 years Service code 10 · EIN 41-0956552 | Accounting | $5,320 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,751 | $95,880-52.3% | $107,525-57.5% | $85,563-46.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 12.93% | 68.06%-55.1pp | 181.32%-168.4pp | 31.51%-18.6pp |
| Employer contribution / active EE | $2,789 | $3,812-26.8% | $3,754-25.7% | $2,654+5.1% |
| Participant deferral / active EE | $890 | $4,201-78.8% | $5,116-82.6% | $4,375-79.7% |
| Admin fee / account holder | $206 | $1,025-79.9% | $8,919-97.7% | $834-75.3% |