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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $5,573 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,218 | $59,186-16.8% | $76,768-35.9% | $56,287-12.6% |
| Participation rate | 90.4% | 75.2%+15.2pp | 77.0%+13.4pp | 69.9%+20.5pp |
| Annual return | -7.90% | 6.62%-14.5pp | 2.43%-10.3pp | -9.96%+2.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,870 | $3,255+111.1% | $3,852+78.4% | $3,350+105.1% |
| Admin fee / account holder | $36 | $489-92.6% | $6,675-99.5% | $521-93.0% |