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 LLC9+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Recordkeeping | $41,576 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS FINANCIAL Service code 15 TWO PINE TREE DRIVE, SUITE 310 · ARDEN HILLS, MN 55112 | Recordkeeping | $7,572 |
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 | $106,563 | $101,317+5.2% | $146,958-27.5% | $74,495+43.0% |
| Participation rate | 74.1% | 75.5%-1.4pp | 82.2%-8.0pp | 67.2%+6.9pp |
| Annual return | 13.39% | 8730.91%-8717.5pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,173 | $3,810-16.7% | $4,933-35.7% | $2,623+21.0% |
| Participant deferral / active EE | $6,743 | $7,303-7.7% | $8,070-16.4% | $4,346+55.2% |
| Admin fee / account holder | $365 | $1,739-79.0% | $12,998-97.2% | $1,942-81.2% |