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 |
|---|---|---|
CARLSON CAPITAL MANAGEMENT2 years Filed as: CARLSON CAPITAL MANAGEMENT, INC. Service code 51 · EIN 47-2510641 | Investment Mgmt Fees | $30,151 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $4,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,902 | $64,119+30.9% | $112,228-25.2% | $66,914+25.4% |
| Participation rate | 73.0% | 68.5%+4.5pp | 75.1%-2.1pp | 69.8%+3.1pp |
| Annual return | -6.73% | -13.81%+7.1pp | 27.45%-34.2pp | 1.58%-8.3pp |
| Employer contribution / active EE | $2,206 | $3,005-26.6% | $3,635-39.3% | $2,544-13.3% |
| Participant deferral / active EE | $5,140 | $3,693+39.2% | $4,728+8.7% | $4,237+21.3% |
| Admin fee / account holder | $288 | $625-54.0% | $6,410-95.5% | $593-51.5% |