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 |
|---|---|---|
Filed as: ALDRICH WEALTH ADVISORS Service code 26 · EIN 93-1244319 | Advisory (Participants) | $41,089 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-6062081 | Recordkeeping | $28,258 |
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 | $111,912 | $93,182+20.1% | $146,665-23.7% | $79,386+41.0% |
| Participation rate | 94.9% | 76.4%+18.5pp | 80.1%+14.8pp | 70.7%+24.2pp |
| Annual return | 12.15% | 21.61%-9.5pp | 22.74%-10.6pp | 116.85%-104.7pp |
| Employer contribution / active EE | $4,253 | $2,420+75.8% | $4,136+2.8% | $2,427+75.2% |
| Participant deferral / active EE | $4,758 | $4,169+14.1% | $5,506-13.6% | $4,046+17.6% |
| Admin fee / account holder | $488 | $585-16.5% | $10,280-95.2% | $626-22.0% |