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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC7+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Recordkeeping | $32,126 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL Service code 15 TWO PINE TREE DRIVE, SUITE 310 · ARDEN HILLS, MN 55112 | Recordkeeping | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,969 | $84,487+1.8% | $125,339-31.4% | $66,914+28.5% |
| Participation rate | 65.3% | 76.4%-11.1pp | 82.4%-17.1pp | 69.8%-4.5pp |
| Annual return | -17.21% | -8.39%-8.8pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,429 | $3,553-31.6% | $4,814-49.5% | $2,544-4.5% |
| Participant deferral / active EE | $5,533 | $6,781-18.4% | $7,446-25.7% | $4,237+30.6% |
| Admin fee / account holder | $317 | $685-53.7% | $10,010-96.8% | $593-46.6% |