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.10+ years Service code 27 · EIN 45-6062081 | Advisory (Plan) | $52,265 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 10 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Accounting | $640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,318 | $176,811-38.2% | $146,958-25.6% | - |
| Participation rate | 67.5% | 76.9%-9.4pp | 82.2%-14.7pp | - |
| Annual return | 18.10% | 11.56%+6.5pp | 418.34%-400.2pp | - |
| Employer contribution / active EE | $3,534 | $3,294+7.3% | $4,933-28.4% | - |
| Participant deferral / active EE | $8,594 | $6,900+24.5% | $8,070+6.5% | - |
| Admin fee / account holder | $235 | $27,451-99.1% | $12,998-98.2% | - |