See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,380 | $84,936+2.9% | $111,297-21.5% | $79,386+10.1% |
| Participation rate | 77.3% | 75.9%+1.4pp | 77.3%0pp | 70.7%+6.6pp |
| Annual return | 15.72% | 17.45%-1.7pp | 54.65%-38.9pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,357 | $1,979-31.5% | $2,731-50.3% | $2,427-44.1% |
| Participant deferral / active EE | $3,960 | $3,888+1.9% | $4,487-11.7% | $4,046-2.1% |
| Admin fee / account holder | $241 | $537-55.1% | $7,964-97.0% | $626-61.5% |