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 |
|---|---|---|
ALERUS FINANCIAL, N.A.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $32,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,675 | $79,171-0.6% | $102,423-23.2% | $74,495+5.6% |
| Participation rate | 89.4% | 74.8%+14.6pp | 76.5%+12.9pp | 67.2%+22.2pp |
| Annual return | 12.71% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,275 | $2,362-3.7% | $3,023-24.8% | $2,623-13.3% |
| Participant deferral / active EE | $10,807 | $4,415+144.8% | $5,053+113.9% | $4,346+148.7% |
| Admin fee / account holder | $199 | $2,001-90.0% | $9,451-97.9% | $1,942-89.7% |