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.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $21,792 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,932 | $78,422-0.6% | $95,952-18.8% | $79,858-2.4% |
| Participation rate | 84.9% | 73.5%+11.5pp | 77.1%+7.9pp | 69.6%+15.3pp |
| Annual return | 16.15% | 19.37%-3.2pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,539 | $3,440+148.2% | $4,167+104.9% | $3,740+128.3% |
| Admin fee / account holder | $164 | $5,622-97.1% | $6,795-97.6% | $5,306-96.9% |