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 6-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.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,770 |
CARLSON CAPITAL MANAGEMENT4 years Filed as: CARLSON CAPITAL MANAGEMENT, INC. Service code 51 · EIN 47-2510641 | Investment Mgmt Fees | $5,618 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,858 | $80,724+3.9% | $103,333-18.8% | $74,495+12.6% |
| Participation rate | 75.5% | 65.7%+9.8pp | 74.5%+1.0pp | 67.2%+8.3pp |
| Annual return | 17.81% | 27.56%-9.7pp | 24.88%-7.1pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,882 | $3,157-40.4% | $3,868-51.3% | $2,623-28.3% |
| Participant deferral / active EE | $5,445 | $3,860+41.0% | $5,057+7.7% | $4,346+25.3% |
| Admin fee / account holder | $240 | $2,368-89.9% | $8,355-97.1% | $1,942-87.6% |