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 LLC8+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Recordkeeping | $34,215 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL Service code 15 TWO PINE TREE DRIVE, SUITE 310 · ARDEN HILLS, MN 55112 | Recordkeeping | $6,728 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,210 | $91,407-1.3% | $135,903-33.6% | $71,457+26.2% |
| Participation rate | 72.2% | 75.7%-3.5pp | 81.9%-9.8pp | 67.9%+4.2pp |
| Annual return | 19.17% | 29.90%-10.7pp | 68.23%-49.1pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,716 | $3,703-26.7% | $4,856-44.1% | $2,588+5.0% |
| Participant deferral / active EE | $6,122 | $7,092-13.7% | $7,758-21.1% | $4,289+42.7% |
| Admin fee / account holder | $291 | $1,266-77.0% | $10,762-97.3% | $1,587-81.6% |