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.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,157 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,836 | $65,435-14.7% | $86,677-35.6% | $66,914-16.6% |
| Participation rate | 91.6% | 75.5%+16.1pp | 76.6%+15.0pp | 69.8%+21.8pp |
| Annual return | -17.64% | -10.89%-6.8pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,318 | $2,153+7.6% | $2,836-18.3% | $2,544-8.9% |
| Participant deferral / active EE | $10,594 | $4,100+158.4% | $4,656+127.6% | $4,237+150.1% |
| Admin fee / account holder | $136 | $642-78.7% | $7,493-98.2% | $593-77.0% |