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 LLC10+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Recordkeeping | $46,293 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS FINANCIAL Service code 15 TWO PINE TREE DRIVE, SUITE 310 · ARDEN HILLS, MN 55112 | Recordkeeping | $8,018 |
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 | $115,001 | $100,923+13.9% | $150,045-23.4% | $74,304+54.8% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.3%-4.5pp | 60.3%+17.4pp |
| Annual return | 15.77% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,991 | $3,463+15.2% | $4,693-15.0% | $2,241+78.1% |
| Participant deferral / active EE | $7,701 | $6,709+14.8% | $7,997-3.7% | $3,767+104.4% |
| Admin fee / account holder | $385 | $2,767-86.1% | $13,435-97.1% | $2,969-87.0% |